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Comprehensive Wealth Management, LLC: XLF position timeline

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

Comprehensive Wealth Management, LLC held 86,699 XLF 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 86,699 shares
    Change vs previous 13F -8,740 shares

    2.12% of the 13F portfolio, value $4,647,933.

    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 95,439 shares
    Change vs previous 13F +8,540 shares

    2.38% of the 13F portfolio, value $4,711,823.

    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 86,899 shares
    Change vs previous 13F +10,483 shares

    2.81% of the 13F portfolio, value $4,759,458.

    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 76,416 shares
    Change vs previous 13F +16,224 shares

    2.92% of the 13F portfolio, value $4,116,530.

    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 60,192 shares
    Change vs previous 13F +49,943 shares

    2.54% of the 13F portfolio, value $3,152,255.

    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 10,249 shares
    Change vs previous 13F +1,810 shares

    0.36% of the 13F portfolio, value $510,503.

    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 8,439 shares
    Change vs previous 13F -33 shares

    0.3% of the 13F portfolio, value $407,857.

    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 8,472 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $383,951.

    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).