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

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

Comprehensive Financial Planning, Inc./PA held 7,861 QQQM 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 7,861 shares
    Change vs previous 13F -246 shares

    1.27% of the 13F portfolio, value $2,381,557.

    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 8,107 shares
    Change vs previous 13F +568 shares

    1.33% of the 13F portfolio, value $1,926,518.

    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 7,539 shares
    Change vs previous 13F +149 shares

    1.26% of the 13F portfolio, value $1,906,933.

    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 7,390 shares
    Change vs previous 13F +218 shares

    1.25% of the 13F portfolio, value $1,826,302.

    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 7,172 shares
    Change vs previous 13F -239 shares

    1.28% of the 13F portfolio, value $1,628,697.

    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 7,411 shares
    Change vs previous 13F -501 shares

    1.39% of the 13F portfolio, value $1,430,550.

    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 7,912 shares
    Change vs previous 13F not available

    1.41% of the 13F portfolio, value $1,664,995.

    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).