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

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

Comprehensive Financial Planning, Inc./PA held 22,161 IVW 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 22,161 shares
    Change vs previous 13F +64 shares

    1.63% of the 13F portfolio, value $3,047,748.

    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 22,097 shares
    Change vs previous 13F +1,128 shares

    1.73% of the 13F portfolio, value $2,499,414.

    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 20,969 shares
    Change vs previous 13F +1,091 shares

    1.71% of the 13F portfolio, value $2,584,756.

    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 19,878 shares
    Change vs previous 13F +2,897 shares

    1.64% of the 13F portfolio, value $2,399,635.

    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 16,981 shares
    Change vs previous 13F +90 shares

    1.47% of the 13F portfolio, value $1,869,603.

    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 16,891 shares
    Change vs previous 13F +10,041 shares

    1.52% of the 13F portfolio, value $1,568,012.

    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 6,850 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $695,473.

    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).