Skip to content
Disclosery

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

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

Comprehensive Financial Planning, Inc./PA held 7,596 MSFT 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 7,596 shares
    Change vs previous 13F -111 shares

    1.51% of the 13F portfolio, value $2,833,290.

    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 7,707 shares
    Change vs previous 13F -3,970 shares

    1.98% of the 13F portfolio, value $2,852,921.

    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 11,677 shares
    Change vs previous 13F +477 shares

    3.73% of the 13F portfolio, value $5,647,290.

    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 11,200 shares
    Change vs previous 13F +2,474 shares

    3.98% of the 13F portfolio, value $5,800,899.

    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 8,726 shares
    Change vs previous 13F +576 shares

    3.42% of the 13F portfolio, value $4,340,519.

    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 8,150 shares
    Change vs previous 13F -6,729 shares

    2.98% of the 13F portfolio, value $3,059,499.

    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 14,879 shares
    Change vs previous 13F not available

    5.3% of the 13F portfolio, value $6,271,353.

    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).