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

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

Comprehensive Financial Planning, Inc./PA held 43,277 VFLO 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 43,277 shares
    Change vs previous 13F +471 shares

    1.06% of the 13F portfolio, value $1,979,913.

    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 42,806 shares
    Change vs previous 13F -2,284 shares

    1.17% of the 13F portfolio, value $1,690,006.

    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 45,090 shares
    Change vs previous 13F +245 shares

    1.17% of the 13F portfolio, value $1,775,666.

    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 44,845 shares
    Change vs previous 13F +309 shares

    1.15% of the 13F portfolio, value $1,681,688.

    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 44,536 shares
    Change vs previous 13F +8,205 shares

    1.24% of the 13F portfolio, value $1,574,345.

    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 36,331 shares
    Change vs previous 13F +15,269 shares

    1.21% of the 13F portfolio, value $1,245,434.

    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 21,062 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $717,996.

    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).