Pines Wealth Management, LLC: COMT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Pines Wealth Management, LLC on COMT, newest first. How the timeline and the estimate are built.
Pines Wealth Management, LLC held 9,473 COMT shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 9,473 sharesChange vs previous 13F -19,642 shares
0.08% of the 13F portfolio, value $287,696.
13F-HR 0001951757-26-001023 filed by Pines Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 29,115 sharesChange vs previous 13F +44 shares
0.32% of the 13F portfolio, value $984,379.
13F-HR 0001951757-26-000527 filed by Pines Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 29,071 sharesChange vs previous 13F -4,846 shares
0.23% of the 13F portfolio, value $723,711.
13F-HR 0001951757-26-000342 filed by Pines Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 33,917 sharesChange vs previous 13F -348 shares
0.31% of the 13F portfolio, value $910,672.
13F-HR 0001951757-25-001248 filed by Pines Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 34,265 sharesChange vs previous 13F -49 shares
0.32% of the 13F portfolio, value $898,086.
13F-HR 0001951757-25-000603 filed by Pines Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 34,314 sharesChange vs previous 13F -10,732 shares
0.37% of the 13F portfolio, value $807,752.
13F-HR 0001951757-25-000336 filed by Pines Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 45,046 sharesChange vs previous 13F not available
0.52% of the 13F portfolio, value $1,185,161.
13F-HR 0001951757-25-000022 filed by Pines Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).