Ownership history in Comprehensive Financial Management LLC · 14 quarters on record
This page tracks every 13F SEC filing in which Comprehensive Financial Management LLC reported a position in FISCALNOTE HOLDINGS INC (NOTE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | UNCHANGED | 84,248 | — | 0% | 0.00% | $124K | $1.47 |
| 2025 Q3 | REDUCED | 84,248 | -926,740 | -91.7% | 0.01% | $390K | $4.63 |
| 2025 Q2 | UNCHANGED | 1,010,988 | — | 0% | 0.02% | $542K | $6.43 |
| 2025 Q1 | UNCHANGED | 1,010,988 | — | 0% | 0.03% | $817K | $9.70 |
| 2024 Q4 | UNCHANGED | 1,010,988 | — | 0% | 0.03% | $1.1M | $12.84 |
| 2024 Q3 | UNCHANGED | 1,010,988 | — | 0% | 0.04% | $1.3M | $15.36 |
| 2024 Q2 | UNCHANGED | 1,010,988 | — | 0% | 0.05% | $1.5M | $17.52 |
| 2024 Q1 | UNCHANGED | 1,010,988 | — | 0% | 0.04% | $1.3M | $15.96 |
| 2023 Q4 | UNCHANGED | 1,010,988 | — | 0% | 0.04% | $1.2M | $13.68 |
| 2023 Q3 | UNCHANGED | 1,010,988 | — | 0% | 0.08% | $2.1M | $24.96 |
As of 2025 Q4 — sorted by position size