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

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

Comprehensive Financial Planning, Inc./PA held 35,628 PSFF 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 35,628 shares
    Change vs previous 13F -1,591 shares

    0.65% of the 13F portfolio, value $1,222,397.

    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 37,219 shares
    Change vs previous 13F +3,223 shares

    0.83% of the 13F portfolio, value $1,192,660.

    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 33,996 shares
    Change vs previous 13F +258 shares

    0.73% of the 13F portfolio, value $1,099,090.

    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 33,738 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $1,065,959.

    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).