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Comprehensive Wealth Management, LLC: SPTI position timeline

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

Comprehensive Wealth Management, LLC held 34,232 SPTI 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 34,232 shares
    Change vs previous 13F +2,351 shares

    0.44% of the 13F portfolio, value $971,846.

    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 31,881 shares
    Change vs previous 13F -154,867 shares

    0.46% of the 13F portfolio, value $913,709.

    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 186,748 shares
    Change vs previous 13F -62,853 shares

    3.18% of the 13F portfolio, value $5,385,812.

    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 249,601 shares
    Change vs previous 13F -33,396 shares

    5.11% of the 13F portfolio, value $7,213,469.

    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 282,997 shares
    Change vs previous 13F -373,739 shares

    6.56% of the 13F portfolio, value $8,141,824.

    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 656,736 shares
    Change vs previous 13F -35,495 shares

    13.06% of the 13F portfolio, value $18,769,515.

    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 692,231 shares
    Change vs previous 13F -698,792 shares

    14.43% of the 13F portfolio, value $19,299,400.

    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 1,391,023 shares
    Change vs previous 13F not available

    26.28% of the 13F portfolio, value $40,423,128.

    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).