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Comprehensive Wealth Management, LLC: UTES position timeline

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

Comprehensive Wealth Management, LLC held 27,007 UTES 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 27,007 shares
    Change vs previous 13F +2,527 shares

    1.01% of the 13F portfolio, value $2,207,552.

    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 24,480 shares
    Change vs previous 13F +1,586 shares

    0.99% of the 13F portfolio, value $1,955,952.

    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 22,894 shares
    Change vs previous 13F +2,401 shares

    1.07% of the 13F portfolio, value $1,807,481.

    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 20,493 shares
    Change vs previous 13F +3,627 shares

    1.21% of the 13F portfolio, value $1,709,936.

    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 16,866 shares
    Change vs previous 13F +80 shares

    1.03% of the 13F portfolio, value $1,275,070.

    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 16,786 shares
    Change vs previous 13F +2,752 shares

    0.75% of the 13F portfolio, value $1,084,376.

    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 14,034 shares
    Change vs previous 13F +705 shares

    0.67% of the 13F portfolio, value $894,668.

    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 13,329 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $852,523.

    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).