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Comprehensive Wealth Management, LLC: RING position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Comprehensive Wealth Management, LLC on RING, newest first. How the timeline and the estimate are built.

Comprehensive Wealth Management, LLC held 47,177 RING shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,177 shares
    Change vs previous 13F +14,351 shares

    1.39% of the 13F portfolio, value $3,047,634.

    13F-HR 0001535202-26-000003 filed by Comprehensive Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 32,826 shares
    Change vs previous 13F +631 shares

    1.31% of the 13F portfolio, value $2,592,597.

    13F-HR 0001535202-26-000002 filed by Comprehensive Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 32,195 shares
    Change vs previous 13F -703 shares

    1.4% of the 13F portfolio, value $2,370,840.

    13F-HR 0001535202-26-000001 filed by Comprehensive Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 32,898 shares
    Change vs previous 13F -150 shares

    1.51% of the 13F portfolio, value $2,128,830.

    13F-HR 0001535202-25-000007 filed by Comprehensive Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 33,048 shares
    Change vs previous 13F +6,104 shares

    1.17% of the 13F portfolio, value $1,446,841.

    13F-HR 0001535202-25-000003 filed by Comprehensive Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 26,944 shares
    Change vs previous 13F -2,159 shares

    0.72% of the 13F portfolio, value $1,033,572.

    13F-HR 0001535202-25-000002 filed by Comprehensive Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 29,103 shares
    Change vs previous 13F +4,942 shares

    0.61% of the 13F portfolio, value $818,085.

    13F-HR 0001535202-25-000001 filed by Comprehensive Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 24,161 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $797,555.

    13F-HR 0001535202-24-000018 filed by Comprehensive Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).