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

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

Comprehensive Financial Planning, Inc./PA held 7,284 IVV 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 7,284 shares
    Change vs previous 13F +238 shares

    2.91% of the 13F portfolio, value $5,454,906.

    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 7,046 shares
    Change vs previous 13F +716 shares

    3.19% of the 13F portfolio, value $4,602,647.

    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 6,330 shares
    Change vs previous 13F +318 shares

    2.87% of the 13F portfolio, value $4,335,953.

    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 6,012 shares
    Change vs previous 13F +160 shares

    2.76% of the 13F portfolio, value $4,023,574.

    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 5,852 shares
    Change vs previous 13F +356 shares

    2.86% of the 13F portfolio, value $3,633,417.

    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 5,496 shares
    Change vs previous 13F -2,469 shares

    3% of the 13F portfolio, value $3,088,347.

    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 7,965 shares
    Change vs previous 13F not available

    3.96% of the 13F portfolio, value $4,688,695.

    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).