Comprehensive Wealth Management - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for Comprehensive Wealth Management going back to Jan. 10, 2024
- Comprehensive Wealth Management 2025 Q4 - filed Feb. 11, 2026 - new!
- Comprehensive Wealth Management 2025 Q3 - filed Nov. 4, 2025
- Comprehensive Wealth Management 2025 Q2 - filed Aug. 11, 2025
- Comprehensive Wealth Management 2025 Q1 - filed May 13, 2025
- Comprehensive Wealth Management 2024 Q4 - filed Feb. 11, 2025
- Comprehensive Wealth Management 2024 Q3 - filed Nov. 6, 2024
- Comprehensive Wealth Management 2024 Q2 - filed Aug. 13, 2024
- Comprehensive Wealth Management 2024 Q1 - filed May 1, 2024
- Comprehensive Wealth Management 2023 Q3 - filed Jan. 12, 2024
- Comprehensive Wealth Management 2023 Q1 - filed Jan. 12, 2024
- Comprehensive Wealth Management 2023 Q2 - filed Jan. 12, 2024
- Comprehensive Wealth Management 2023 Q4 - filed Jan. 12, 2024
- Comprehensive Wealth Management 2021 Q2 - filed Jan. 12, 2024
- Comprehensive Wealth Management 2021 Q3 - filed Jan. 12, 2024
- Comprehensive Wealth Management 2021 Q4 - filed Jan. 12, 2024
- Comprehensive Wealth Management 2022 Q1 - filed Jan. 12, 2024
- Comprehensive Wealth Management 2022 Q2 - filed Jan. 12, 2024
- Comprehensive Wealth Management 2022 Q3 - filed Jan. 12, 2024
- Comprehensive Wealth Management 2022 Q4 - filed Jan. 12, 2024
- Comprehensive Wealth Management 2021 Q1 - filed Jan. 10, 2024
- Comprehensive Wealth Management 2020 Q4 - filed Jan. 10, 2024