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

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

Comprehensive Financial Planning, Inc./PA held 59,570 BALT 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 59,570 shares
    Change vs previous 13F -2,507 shares

    1.09% of the 13F portfolio, value $2,041,464.

    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 62,077 shares
    Change vs previous 13F +5,768 shares

    1.44% of the 13F portfolio, value $2,077,407.

    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 56,309 shares
    Change vs previous 13F -3,630 shares

    1.25% of the 13F portfolio, value $1,886,914.

    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 59,939 shares
    Change vs previous 13F +1,144 shares

    1.35% of the 13F portfolio, value $1,967,198.

    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 58,795 shares
    Change vs previous 13F +1,323 shares

    1.49% of the 13F portfolio, value $1,886,144.

    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 57,472 shares
    Change vs previous 13F -559 shares

    1.75% of the 13F portfolio, value $1,803,471.

    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 58,031 shares
    Change vs previous 13F not available

    1.54% of the 13F portfolio, value $1,823,334.

    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).