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

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

Comprehensive Financial Planning, Inc./PA held 174,067 JAAA 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 174,067 shares
    Change vs previous 13F +2,112 shares

    4.69% of the 13F portfolio, value $8,788,629.

    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 171,955 shares
    Change vs previous 13F +1,819 shares

    6% of the 13F portfolio, value $8,661,400.

    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 170,136 shares
    Change vs previous 13F +1,090 shares

    5.69% of the 13F portfolio, value $8,605,504.

    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 169,046 shares
    Change vs previous 13F -751 shares

    5.88% of the 13F portfolio, value $8,584,150.

    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 169,797 shares
    Change vs previous 13F +4,795 shares

    6.78% of the 13F portfolio, value $8,617,202.

    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 165,002 shares
    Change vs previous 13F +70,270 shares

    8.14% of the 13F portfolio, value $8,367,262.

    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 94,732 shares
    Change vs previous 13F not available

    4.06% of the 13F portfolio, value $4,803,859.

    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).