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

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

Comprehensive Financial Planning, Inc./PA held 1,466 SMLF 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 1,466 shares
    Change vs previous 13F +4 shares

    0.07% of the 13F portfolio, value $130,711.

    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 1,462 shares
    Change vs previous 13F +3 shares

    0.08% of the 13F portfolio, value $110,432.

    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 1,459 shares
    Change vs previous 13F +5 shares

    0.07% of the 13F portfolio, value $109,254.

    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 1,454 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $108,140.

    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).