Skip to content
Disclosery

Comprehensive Wealth Management, LLC: XMMO position timeline

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

Comprehensive Wealth Management, LLC held 9,536 XMMO 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 9,536 shares
    Change vs previous 13F -2,856 shares

    0.74% of the 13F portfolio, value $1,622,455.

    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 12,392 shares
    Change vs previous 13F +347 shares

    0.91% of the 13F portfolio, value $1,797,088.

    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 12,045 shares
    Change vs previous 13F +1,190 shares

    0.98% of the 13F portfolio, value $1,667,751.

    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 10,855 shares
    Change vs previous 13F +2,441 shares

    1.04% of the 13F portfolio, value $1,467,922.

    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 8,414 shares
    Change vs previous 13F -5,658 shares

    0.87% of the 13F portfolio, value $1,082,293.

    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 14,072 shares
    Change vs previous 13F +3,054 shares

    1.11% of the 13F portfolio, value $1,600,831.

    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 11,018 shares
    Change vs previous 13F +351 shares

    1.02% of the 13F portfolio, value $1,361,054.

    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 10,667 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $1,283,560.

    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).