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Disclosery

Crown Wealth Group, LLC: COMP position timeline

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

Crown Wealth Group, LLC held 15,800 COMP shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,800 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $194,814.

    13F-HR 0002085853-26-000791 filed by Crown Wealth Group, 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 15,800 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $115,498.

    13F-HR 0002085853-26-000447 filed by Crown Wealth Group, 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 15,800 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $167,006.

    13F-HR 0002085853-26-000126 filed by Crown Wealth Group, 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 15,800 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $126,874.

    13F-HR 0002085853-25-000126 filed by Crown Wealth Group, 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 15,800 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $99,224.

    13F-HR 0001667731-25-000836 filed by Crown Wealth Group, 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 15,800 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $137,934.

    13F-HR 0001667731-25-000523 filed by Crown Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).