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

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

Comprehensive Financial Planning, Inc./PA held 24,759 JCPB 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 24,759 shares
    Change vs previous 13F -1,126 shares

    0.62% of the 13F portfolio, value $1,162,184.

    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 25,885 shares
    Change vs previous 13F +1,553 shares

    0.84% of the 13F portfolio, value $1,218,704.

    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 24,332 shares
    Change vs previous 13F +708 shares

    0.76% of the 13F portfolio, value $1,152,149.

    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 23,624 shares
    Change vs previous 13F +5,390 shares

    0.77% of the 13F portfolio, value $1,123,311.

    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 18,234 shares
    Change vs previous 13F +228 shares

    0.68% of the 13F portfolio, value $858,099.

    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 18,006 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $847,018.

    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).