Comprehensive Wealth Management, LLC: XLC position timeline

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

Comprehensive Wealth Management, LLC held 229,179 XLC shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

period ended2026-06-30
13F 229,179 shares
Change vs previous 13F +26,089 shares
11.22% of the 13F portfolio, value $24,551,946.
13F-HR 0001535202-26-000003 filed by Comprehensive Wealth Management, LLC
Filed 2026-08-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 203,090 shares
Change vs previous 13F not available
11.38% of the 13F portfolio, value $22,514,557.
13F-HR 0001535202-26-000002 filed by Comprehensive Wealth Management, LLC
Filed 2026-05-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).