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Disclosery

VCI Wealth Management LLC: COMT position timeline

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

VCI Wealth Management LLC held 222,780 COMT shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 222,780 shares
    Change vs previous 13F -3,648 shares

    1.7% of the 13F portfolio, value $6,765,842.

    13F-HR 0002009388-26-000002 filed by VCI 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 226,428 shares
    Change vs previous 13F -7,731 shares

    2.12% of the 13F portfolio, value $7,655,516.

    13F-HR 0002085853-26-000440 filed by VCI 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 234,159 shares
    Change vs previous 13F +25,780 shares

    1.62% of the 13F portfolio, value $5,829,302.

    13F-HR 0002085853-26-000098 filed by VCI 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 208,379 shares
    Change vs previous 13F +13,246 shares

    1.7% of the 13F portfolio, value $5,594,963.

    13F-HR 0002085853-25-000098 filed by VCI 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 195,133 shares
    Change vs previous 13F +15,040 shares

    1.77% of the 13F portfolio, value $5,044,201.

    13F-HR 0001667731-25-001009 filed by VCI 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 180,093 shares
    Change vs previous 13F +6,719 shares

    2% of the 13F portfolio, value $4,767,054.

    13F-HR 0001667731-25-000595 filed by VCI 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/A 173,374 shares
    Change vs previous 13F +27,580 shares

    1.86% of the 13F portfolio, value $4,388,100.

    13F-HR/A 0001667731-25-000238 filed by VCI 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 145,794 shares
    Change vs previous 13F not available

    1.68% of the 13F portfolio, value $3,777,531.

    13F-HR 0002009388-24-000005 filed by VCI Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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