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

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

Comprehensive Financial Planning, Inc./PA held 63,633 TCHP 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 63,633 shares
    Change vs previous 13F 0 shares

    1.7% of the 13F portfolio, value $3,187,377.

    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 63,633 shares
    Change vs previous 13F +5,124 shares

    1.95% of the 13F portfolio, value $2,811,305.

    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 58,509 shares
    Change vs previous 13F +3,556 shares

    1.93% of the 13F portfolio, value $2,917,258.

    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 54,953 shares
    Change vs previous 13F +11,532 shares

    1.84% of the 13F portfolio, value $2,686,103.

    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 43,421 shares
    Change vs previous 13F +626 shares

    1.55% of the 13F portfolio, value $1,969,142.

    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 42,795 shares
    Change vs previous 13F +32,937 shares

    1.59% of the 13F portfolio, value $1,630,061.

    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 9,858 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $415,120.

    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).