• 13F History

Comprehensive Money Management Services LLC

13F Filings History

Latest 13F report
Q4 2024 - Mar 4, 2025
Value $
$121M
Signature - Title
William Neubauer - Managing Member and Chief Compliance Officer
Location
Coral Gables, FL
Summary
This page shows a list of all the recent 13F filings made by Comprehensive Money Management Services LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Comprehensive Money Management Services LLC reported 178 stock holdings with total value $121M as of Q4 2024. Top holdings included VTIP, VNQI, VPU, VWOB, and VTI.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 178 $121M $0 $0 VTIP, VNQI, VPU, VWOB, VTI 13F-HR 3/4/2025, 05:22 PM