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Comprehensive Wealth Management, LLC

SEC CIK
0001535202
Latest filing
Aug 12, 2026

COST holding history

Costco Wholesale Corp in every 13F filed by Comprehensive Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

COST overviewAll 13F holders of COSTFull Q2 2026 holdings

Shares (Q3 2024)
0
Sold out in Q3 2024
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q2 2024
Holdings of COST by Comprehensive Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20240$00.0%−251−100.0%Sold outHolders
Q2 2024251$213.3K0.2%+251NewHolders