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

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

Comprehensive Financial Planning, Inc./PA held 15,174 PLTR 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 15,174 shares
    Change vs previous 13F -165 shares

    0.94% of the 13F portfolio, value $1,770,351.

    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 15,339 shares
    Change vs previous 13F +1,799 shares

    1.55% of the 13F portfolio, value $2,243,788.

    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 13,540 shares
    Change vs previous 13F +1,777 shares

    1.59% of the 13F portfolio, value $2,406,735.

    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 11,763 shares
    Change vs previous 13F +3,255 shares

    1.47% of the 13F portfolio, value $2,145,806.

    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 8,508 shares
    Change vs previous 13F +7,881 shares

    0.91% of the 13F portfolio, value $1,159,811.

    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 627 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $52,918.

    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).