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

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

Comprehensive Financial Planning, Inc./PA held 42,423 NVDA 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 42,423 shares
    Change vs previous 13F -339 shares

    4.53% of the 13F portfolio, value $8,488,347.

    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 42,762 shares
    Change vs previous 13F +1,338 shares

    5.16% of the 13F portfolio, value $7,457,851.

    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 41,424 shares
    Change vs previous 13F +4,281 shares

    5.11% of the 13F portfolio, value $7,725,746.

    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 37,143 shares
    Change vs previous 13F +6,647 shares

    4.75% of the 13F portfolio, value $6,930,136.

    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 30,496 shares
    Change vs previous 13F +1,290 shares

    3.79% of the 13F portfolio, value $4,818,080.

    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 29,206 shares
    Change vs previous 13F -19,319 shares

    3.08% of the 13F portfolio, value $3,165,395.

    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 48,525 shares
    Change vs previous 13F not available

    5.5% of the 13F portfolio, value $6,516,423.

    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).