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

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

Comprehensive Financial Planning, Inc./PA held 11,101 VGT 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 11,101 shares
    Change vs previous 13F +9,686 shares

    0.71% of the 13F portfolio, value $1,326,821.

    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 1,415 shares
    Change vs previous 13F +1 shares

    0.68% of the 13F portfolio, value $987,880.

    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 1,414 shares
    Change vs previous 13F +1 shares

    0.71% of the 13F portfolio, value $1,066,315.

    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 1,413 shares
    Change vs previous 13F +1 shares

    0.72% of the 13F portfolio, value $1,055,319.

    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 1,412 shares
    Change vs previous 13F +2 shares

    0.74% of the 13F portfolio, value $936,599.

    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 1,410 shares
    Change vs previous 13F -382 shares

    0.74% of the 13F portfolio, value $765,201.

    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 1,792 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $1,114,196.

    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).