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Comprehensive Wealth Management, LLC: XLK position timeline

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

Comprehensive Wealth Management, LLC held 100,267 XLK 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 100,267 shares
    Change vs previous 13F -29,503 shares

    8.73% of the 13F portfolio, value $19,102,869.

    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 129,770 shares
    Change vs previous 13F +70,128 shares

    8.72% of the 13F portfolio, value $17,246,433.

    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 59,642 shares
    Change vs previous 13F +31,249 shares

    5.07% of the 13F portfolio, value $8,586,659.

    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 28,393 shares
    Change vs previous 13F +5,002 shares

    5.67% of the 13F portfolio, value $8,002,851.

    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 23,391 shares
    Change vs previous 13F +277 shares

    4.77% of the 13F portfolio, value $5,923,303.

    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 23,114 shares
    Change vs previous 13F -4,836 shares

    3.32% of the 13F portfolio, value $4,772,579.

    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 27,950 shares
    Change vs previous 13F +3,302 shares

    4.86% of the 13F portfolio, value $6,498,934.

    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 24,648 shares
    Change vs previous 13F not available

    3.62% of the 13F portfolio, value $5,564,532.

    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).