Current Market Value 3,584,764,188
Current Holdings 43
Most Recent File Date 2025-08-12
Total Filings on Record 23
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Comprehensive Financial Management LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-12 2025-06-30 13F-HR 43 3,584,764
2025-05-15 2025-03-31 13F-HR 40 3,175,611
2025-02-14 2024-12-31 13F-HR 41 3,631,964
2024-11-14 2024-09-30 13F-HR 44 3,592,514
2024-08-14 2024-06-30 13F-HR 46 2,840,753
2024-05-15 2024-03-31 13F-HR 43 3,089,438
2024-02-14 2023-12-31 13F-HR 41 2,831,969
2023-11-14 2023-09-30 13F-HR 47 2,759,091
2023-08-14 2023-06-30 13F-HR 45 3,039,520
2023-05-15 2023-03-31 13F-HR 51 3,294,996
2023-02-14 2022-12-31 13F-HR 52 3,105,196
2022-11-14 2022-09-30 13F-HR 52 3,845,428
2022-08-15 2022-06-30 13F-HR 55 3,566,237
2022-05-16 2022-03-31 13F-HR 50 5,520,546
2022-02-14 2021-12-31 13F-HR 53 7,790,535
2021-11-15 2021-09-30 13F-HR 44 10,637,167
2021-08-16 2021-06-30 13F-HR 42 11,935,152
2021-05-17 2021-03-31 13F-HR 31 10,075,644
2021-02-16 2020-12-31 13F-HR 27 9,691,937
2020-11-13 2020-09-30 13F-HR 24 9,014,338
2020-08-13 2020-06-30 13F-HR 25 8,415,601
2020-05-14 2020-03-31 13F-HR 27 4,831,856
2020-02-14 2019-12-31 13F-HR 21 5,328,848