Skip to content
Disclosery

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

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

Comprehensive Financial Planning, Inc./PA held 2,734 QQQ 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 2,734 shares
    Change vs previous 13F -14 shares

    1.07% of the 13F portfolio, value $2,013,227.

    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 2,748 shares
    Change vs previous 13F -734 shares

    1.1% of the 13F portfolio, value $1,586,637.

    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 3,482 shares
    Change vs previous 13F -25 shares

    1.41% of the 13F portfolio, value $2,139,597.

    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 3,507 shares
    Change vs previous 13F +45 shares

    1.44% of the 13F portfolio, value $2,105,369.

    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 3,462 shares
    Change vs previous 13F +209 shares

    1.5% of the 13F portfolio, value $1,909,548.

    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 3,253 shares
    Change vs previous 13F -328 shares

    1.48% of the 13F portfolio, value $1,525,490.

    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 3,581 shares
    Change vs previous 13F not available

    1.55% of the 13F portfolio, value $1,830,817.

    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).