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

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

Comprehensive Financial Planning, Inc./PA held 31,556 DGRW 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 31,556 shares
    Change vs previous 13F +426 shares

    1.61% of the 13F portfolio, value $3,017,405.

    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 31,130 shares
    Change vs previous 13F +3,292 shares

    1.89% of the 13F portfolio, value $2,734,482.

    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 27,838 shares
    Change vs previous 13F +747 shares

    1.65% of the 13F portfolio, value $2,489,573.

    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 27,091 shares
    Change vs previous 13F +2,067 shares

    1.65% of the 13F portfolio, value $2,409,990.

    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 25,024 shares
    Change vs previous 13F +786 shares

    1.65% of the 13F portfolio, value $2,095,490.

    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 24,238 shares
    Change vs previous 13F -32 shares

    1.88% of the 13F portfolio, value $1,935,647.

    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 24,270 shares
    Change vs previous 13F not available

    1.66% of the 13F portfolio, value $1,964,198.

    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).