Skip to content
Disclosery

Comprehensive Financial Planning, Inc./PA: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Comprehensive Financial Planning, Inc./PA on AAPL, newest first. How the timeline and the estimate are built.

Comprehensive Financial Planning, Inc./PA held 28,564 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,564 shares
    Change vs previous 13F -38 shares

    4.41% of the 13F portfolio, value $8,265,414.

    13F-HR 0002044855-26-000003 filed by Comprehensive Financial Planning, Inc./PA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 28,602 shares
    Change vs previous 13F -1,281 shares

    5.03% of the 13F portfolio, value $7,258,982.

    13F-HR 0002044855-26-000002 filed by Comprehensive Financial Planning, Inc./PA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 29,883 shares
    Change vs previous 13F +630 shares

    5.37% of the 13F portfolio, value $8,124,167.

    13F-HR 0002044855-26-000001 filed by Comprehensive Financial Planning, Inc./PA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 29,253 shares
    Change vs previous 13F -478 shares

    5.1% of the 13F portfolio, value $7,448,817.

    13F-HR 0002044855-25-000008 filed by Comprehensive Financial Planning, Inc./PA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 29,731 shares
    Change vs previous 13F -2,085 shares

    4.8% of the 13F portfolio, value $6,099,867.

    13F-HR 0002044855-25-000006 filed by Comprehensive Financial Planning, Inc./PA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 31,816 shares
    Change vs previous 13F -1,039 shares

    6.87% of the 13F portfolio, value $7,067,463.

    13F-HR 0002044855-25-000005 filed by Comprehensive Financial Planning, Inc./PA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 32,855 shares
    Change vs previous 13F not available

    6.95% of the 13F portfolio, value $8,227,579.

    13F-HR 0002044855-25-000001 filed by Comprehensive Financial Planning, Inc./PA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).