Comprehensive Money Management Services LLC PCH β€” POTLATCHDELTIC CORPORATION

Ownership history in Comprehensive Money Management Services LLC  Β·  5 quarters on record

AI Ownership Summary

Comprehensive Money Management Services LLC reported POTLATCHDELTIC CORPORATION (PCH) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.46% in 2025 Q3. The latest visible filing shows PCH at 0.44% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PCH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Comprehensive Money Management Services LLC's position in POTLATCHDELTIC CORPORATION, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

PCH was reported at 0.44% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.46% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Comprehensive Money Management Services LLC held PCH β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED β€” β€” β€” 16,091 +50 +0.3% 0.44% $640K 2026-01-22 $39.72
2025 Q3 ADDED β€” β€” β€” 16,041 +4,651 +40.8% 0.46% $654K 2025-10-24 $42.06
2025 Q2 ADDED β€” β€” β€” 11,390 +1,850 +19.4% 0.33% $437K 2025-07-24 $39.79
2025 Q1 ADDED β€” β€” β€” 9,540 +220 +2.4% 0.35% $430K 2025-04-22 $37.99
2024 Q4 INITIATED β€” β€” β€” 9,320 β€” β€” 0.30% $366K 2025-03-04 $45.04

🏒 Other funds also holding PCH

As of 2026 Q1 β€” sorted by position size

AlphaQuest LLC 0.04% IFP Advisors, Inc 3Y 7Y 0.0% HUNTINGTON NATIONAL BANK 3Y 7Y 0.0%

FAQ About Comprehensive Money Management Services LLC and PCH

These are the practical questions this page is built to answer before you even open the full history table.

How long has Comprehensive Money Management Services LLC reported owning PCH?

Comprehensive Money Management Services LLC reported PCH across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported PCH position in Comprehensive Money Management Services LLC's portfolio?

The largest reported portfolio weight for PCH was 0.46% in 2025 Q3.

What is the latest reported PCH position on this page?

The most recent filing on this page is 2025 Q4, when Comprehensive Money Management Services LLC reported 16,091 shares, equal to 0.44% of portfolio, with an estimated market value of $640K.

What does the chart on this PCH ownership page compare?

The chart compares Comprehensive Money Management Services LLC's quarterly PCH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Comprehensive Money Management Services LLC time their PCH position?

Based on 13F filing dates vs. subsequent PCH price moves, Comprehensive Money Management Services LLC correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on PCH relative to SPY over the holding period was -29.9%.

← Back to Comprehensive Money Management Services LLC Holdings