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Livermore
Livermore
ZHEN

Defined Wealth Management, LLC

SEC CIK
0001849518
Latest filing
Jul 28, 2026

CMCSA holding history

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

CMCSA overviewAll 13F holders of CMCSAFull Q2 2026 holdings

Shares (Q2 2026)
11,764
Value
$288.8K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of CMCSA by Defined Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611,764$288.8K0.1%−181−1.5%ReducedHolders
Q1 202611,945$342.9K0.2%−1,478−11.0%ReducedHolders
Q4 202513,423$401.2K0.2%−8,670−39.2%ReducedHolders
Q3 202522,093$694.2K0.4%−219−1.0%ReducedHolders
Q2 202522,312$796.3K0.5%−220−1.0%ReducedHolders
Q1 202522,532$831.4K0.6%+253+1.1%AddedHolders
Q4 202422,279$836.1K0.6%−74−0.3%ReducedHolders
Q3 202422,353$933.7K0.6%−77−0.3%ReducedHolders
Q2 202422,430$878.4K0.6%+137+0.6%AddedHolders
Q1 202422,293$966.4K0.7%−819−3.5%ReducedHolders
Q4 202323,112$1.01M0.8%−447−1.9%ReducedHolders
Q3 202323,559$1.04M0.9%+122+0.5%AddedHolders
Q2 202323,437$973.8K0.8%+17+0.1%AddedHolders
Q1 202323,420$887.9K0.8%00.0%UnchangedHolders
Q4 202223,420$819.0K0.8%−78−0.3%ReducedHolders
Q3 202223,498$689.0K0.8%00.0%UnchangedHolders
Q2 202223,498$922.0K0.9%00.0%UnchangedHolders
Q1 202223,498$1.10M1.0%−980−4.0%ReducedHolders
Q4 202124,478$1.23M1.0%00.0%UnchangedHolders
Q3 202124,478$1.37M1.2%+78+0.3%AddedHolders
Q2 202124,400$1.39M1.2%00.0%UnchangedHolders
Q1 202124,400$1.32M1.3%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.