Comprehensive Financial Planning, Inc./PA: SCHF position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Comprehensive Financial Planning, Inc./PA on SCHF, newest first. How the timeline and the estimate are built.
Comprehensive Financial Planning, Inc./PA held 7,198 SCHF shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 7,198 sharesChange vs previous 13F +6 shares
0.11% of the 13F portfolio, value $199,395.
13F-HR 0002044855-26-000003 filed by Comprehensive Financial Planning, Inc./PA
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 7,192 sharesChange vs previous 13F +6,139 shares
0.12% of the 13F portfolio, value $178,002.
13F-HR 0002044855-26-000002 filed by Comprehensive Financial Planning, Inc./PA
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,053 sharesChange vs previous 13F +1,053 shares
0.02% of the 13F portfolio, value $25,314.
13F-HR 0002044855-26-000001 filed by Comprehensive Financial Planning, Inc./PA
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 0 sharesChange vs previous 13F 0 shares
13F-HR 0002044855-25-000005 filed by Comprehensive Financial Planning, Inc./PA
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-12-3113F 0 sharesChange vs previous 13F not available
0% of the 13F portfolio, value $0.
13F-HR 0002044855-25-000001 filed by Comprehensive Financial Planning, Inc./PA
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).