Greenline Wealth Management LLC
Position in FIX — Comfort Systems USA Inc
CIK 2111541
BOCA RATON, FL
Position in FIX
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$396,390
+$298,395 QoQ
Shares Held
200
+90.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#981
of 1,341 holders
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FIX Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Jun 30, 2026Greenline Wealth Management LLC holds $2,027,658 across 4 Engineering & Construction names. FIX ranks #3 (19.5% of the industry book) .
All Filings in FIX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $396,390 | 200 | Shares | Sole | 2026-07-23 | |
| 2025-12-31 | $97,995 | 105 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||