Skip to content
Disclosery

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

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

Comprehensive Financial Planning, Inc./PA held 13,878 VO 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 13,878 shares
    Change vs previous 13F +10,683 shares

    0.6% of the 13F portfolio, value $1,118,181.

    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 3,195 shares
    Change vs previous 13F +112 shares

    0.64% of the 13F portfolio, value $917,788.

    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 3,083 shares
    Change vs previous 13F +22 shares

    0.59% of the 13F portfolio, value $895,011.

    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 3,061 shares
    Change vs previous 13F +11 shares

    0.62% of the 13F portfolio, value $899,232.

    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 3,050 shares
    Change vs previous 13F +37 shares

    0.67% of the 13F portfolio, value $853,421.

    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 3,013 shares
    Change vs previous 13F -1,411 shares

    0.76% of the 13F portfolio, value $779,424.

    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 4,424 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $1,168,461.

    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).