BIOA β€” BIOAGE LABS INC

Ownership history in Comprehensive Financial Management LLC  Β·  6 quarters on record

AI Ownership Summary

Comprehensive Financial Management LLC reported BIOAGE LABS INC (BIOA) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 0.16% in 2024 Q3. The latest visible filing shows BIOA at 0.11% 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 BIOA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Comprehensive Financial Management LLC's position in BIOAGE LABS INC, 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

BIOA was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.16% in 2024 Q3

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

Time in book
Holding Window
2024 Q3 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 Financial Management LLC held BIOA β€” position size vs. price
% of Fund (quarterly)    BIOA price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 271,842 β€” 0% 0.11% $3.6M 2026-02-14 (Est.) $19.57
2025 Q3 UNCHANGED 271,842 β€” 0% 0.04% $1.6M 2025-11-14 $7.80
2025 Q2 UNCHANGED 271,842 β€” 0% 0.03% $1.1M 2025-08-12 $4.48
2025 Q1 UNCHANGED 271,842 β€” 0% 0.03% $1.0M 2025-05-15 $3.82
2024 Q4 UNCHANGED 271,842 β€” 0% 0.04% $1.6M 2025-02-14 $4.79
2024 Q3 INITIATED 271,842 β€” β€” 0.16% $5.7M 2024-11-14 $19.51

🏒 Other funds also holding BIOA

As of 2026 Q1 β€” sorted by position size

GAMMA Investing LLC 0.0% Farther Finance Advisors, LLC 0.0% SIGNATUREFD, LLC 3Y 7Y 0.0%

FAQ About Comprehensive Financial Management LLC and BIOA

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

How long has Comprehensive Financial Management LLC reported owning BIOA?

Comprehensive Financial Management LLC reported BIOA across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported BIOA position in Comprehensive Financial Management LLC's portfolio?

The largest reported portfolio weight for BIOA was 0.16% in 2024 Q3.

What is the latest reported BIOA position on this page?

The most recent filing on this page is 2025 Q4, when Comprehensive Financial Management LLC reported 271,842 shares, equal to 0.11% of portfolio, with an estimated market value of $3.6M.

What does the chart on this BIOA ownership page compare?

The chart compares Comprehensive Financial Management LLC's quarterly BIOA 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.

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