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

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

Comprehensive Financial Planning, Inc./PA held 14,830 IGM 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 14,830 shares
    Change vs previous 13F -281 shares

    1.29% of the 13F portfolio, value $2,425,916.

    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 15,111 shares
    Change vs previous 13F +575 shares

    1.24% of the 13F portfolio, value $1,790,841.

    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 14,536 shares
    Change vs previous 13F +3,126 shares

    1.24% of the 13F portfolio, value $1,877,498.

    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 11,410 shares
    Change vs previous 13F +1,320 shares

    0.98% of the 13F portfolio, value $1,437,077.

    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 10,090 shares
    Change vs previous 13F -102 shares

    0.89% of the 13F portfolio, value $1,133,493.

    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 10,192 shares
    Change vs previous 13F +1,831 shares

    0.9% of the 13F portfolio, value $924,157.

    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 8,361 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $853,558.

    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).