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Spectrum Planning & Advisory Services Inc.: COMT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Spectrum Planning & Advisory Services Inc. on COMT, newest first. How the timeline and the estimate are built.

Spectrum Planning & Advisory Services Inc. held 15,135 COMT shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,135 shares
    Change vs previous 13F -1,394 shares

    0.21% of the 13F portfolio, value $459,656.

    13F-HR 0001951757-26-000996 filed by Spectrum Planning & Advisory Services Inc.
    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 16,529 shares
    Change vs previous 13F +2,896 shares

    0.28% of the 13F portfolio, value $558,852.

    13F-HR 0001951757-26-000622 filed by Spectrum Planning & Advisory Services Inc.
    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 13,633 shares
    Change vs previous 13F +1,039 shares

    0.17% of the 13F portfolio, value $339,393.

    13F-HR 0001951757-26-000414 filed by Spectrum Planning & Advisory Services Inc.
    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 12,594 shares
    Change vs previous 13F -1,494 shares

    0.19% of the 13F portfolio, value $338,149.

    13F-HR 0001951757-25-001413 filed by Spectrum Planning & Advisory Services Inc.
    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 14,088 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $364,175.

    13F-HR 0001951757-25-000836 filed by Spectrum Planning & Advisory Services Inc.
    Filed (acceptance time not in the bulk data set), ingested

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