Skip to content
Disclosery

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

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

Comprehensive Financial Planning, Inc./PA held 4,691 MGV 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 4,691 shares
    Change vs previous 13F +142 shares

    0.41% of the 13F portfolio, value $766,762.

    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 4,549 shares
    Change vs previous 13F +25 shares

    0.46% of the 13F portfolio, value $659,411.

    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 4,524 shares
    Change vs previous 13F +48 shares

    0.42% of the 13F portfolio, value $638,651.

    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 4,476 shares
    Change vs previous 13F +318 shares

    0.42% of the 13F portfolio, value $616,469.

    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 4,158 shares
    Change vs previous 13F +2,805 shares

    0.43% of the 13F portfolio, value $545,567.

    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 1,353 shares
    Change vs previous 13F +7 shares

    0.17% of the 13F portfolio, value $174,357.

    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 1,346 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $168,140.

    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).