Comprehensive Financial Planning, Inc./PA: FPX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Comprehensive Financial Planning, Inc./PA on FPX, newest first. How the timeline and the estimate are built.
Comprehensive Financial Planning, Inc./PA held 6,993 FPX shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 6,993 sharesChange vs previous 13F -289 shares
0.77% of the 13F portfolio, value $1,441,802.
13F-HR 0002044855-26-000003 filed by Comprehensive Financial Planning, Inc./PA
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 7,282 sharesChange vs previous 13F +688 shares
0.8% of the 13F portfolio, value $1,156,599.
13F-HR 0002044855-26-000002 filed by Comprehensive Financial Planning, Inc./PA
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 6,594 sharesChange vs previous 13F -270 shares
0.71% of the 13F portfolio, value $1,078,819.
13F-HR 0002044855-26-000001 filed by Comprehensive Financial Planning, Inc./PA
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 6,864 sharesChange vs previous 13F +15 shares
0.78% of the 13F portfolio, value $1,140,509.
13F-HR 0002044855-25-000008 filed by Comprehensive Financial Planning, Inc./PA
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 6,849 sharesChange vs previous 13F not available
0.78% of the 13F portfolio, value $992,535.
13F-HR 0002044855-25-000006 filed by Comprehensive Financial Planning, Inc./PA
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).