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Comprehensive Wealth Management, LLC: XSMO position timeline

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

Comprehensive Wealth Management, LLC held 14,615 XSMO 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 14,615 shares
    Change vs previous 13F -9,101 shares

    0.63% of the 13F portfolio, value $1,368,402.

    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 23,716 shares
    Change vs previous 13F +1,086 shares

    0.91% of the 13F portfolio, value $1,802,890.

    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 22,630 shares
    Change vs previous 13F +2,393 shares

    0.96% of the 13F portfolio, value $1,629,586.

    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 20,237 shares
    Change vs previous 13F +4,347 shares

    1.06% of the 13F portfolio, value $1,488,836.

    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 15,890 shares
    Change vs previous 13F +2,718 shares

    0.87% of the 13F portfolio, value $1,080,838.

    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 13,172 shares
    Change vs previous 13F +2,069 shares

    0.58% of the 13F portfolio, value $826,543.

    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 11,103 shares
    Change vs previous 13F +648 shares

    0.55% of the 13F portfolio, value $734,019.

    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 10,455 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $692,016.

    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).