Comprehensive Financial Planning, Inc./PA: USVM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Comprehensive Financial Planning, Inc./PA on USVM, newest first. How the timeline and the estimate are built.
Comprehensive Financial Planning, Inc./PA held 0 USVM shares at 2025-12-31 per its 13F-HR filed 2026-02-11.
the latest 13F is the newest step
- period ended2025-12-3113F 0 sharesChange vs previous 13F -1,659 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F 1,659 sharesChange vs previous 13F +10 shares
0.1% of the 13F portfolio, value $150,226.
13F-HR 0002044855-25-000008 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 ended2025-06-3013F 1,649 sharesChange vs previous 13F -550 shares
0.11% of the 13F portfolio, value $138,386.
13F-HR 0002044855-25-000006 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 2,199 sharesChange vs previous 13F +629 shares
0.18% of the 13F portfolio, value $182,542.
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).
- period ended2024-12-3113F 1,570 sharesChange vs previous 13F not available
0.11% of the 13F portfolio, value $132,213.
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).