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

Comprehensive Financial Planning, Inc./PA held 9,031 VOO 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 9,031 shares

   Change vs previous 13F +170 shares

   3.31% of the 13F portfolio, value $6,202,787.

   13F-HR 0002044855-26-000003 filed by Comprehensive Financial Planning, Inc./PA
   Filed 2026-08-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 8,861 shares

   Change vs previous 13F +50 shares

   3.67% of the 13F portfolio, value $5,295,465.

   13F-HR 0002044855-26-000002 filed by Comprehensive Financial Planning, Inc./PA
   Filed 2026-04-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 8,811 shares

   Change vs previous 13F +99 shares

   3.65% of the 13F portfolio, value $5,525,808.

   13F-HR 0002044855-26-000001 filed by Comprehensive Financial Planning, Inc./PA
   Filed 2026-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 8,712 shares

   Change vs previous 13F +35 shares

   3.66% of the 13F portfolio, value $5,334,880.

   13F-HR 0002044855-25-000008 filed by Comprehensive Financial Planning, Inc./PA
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 8,677 shares

   Change vs previous 13F +255 shares

   3.88% of the 13F portfolio, value $4,928,547.

   13F-HR 0002044855-25-000006 filed by Comprehensive Financial Planning, Inc./PA
   Filed 2025-08-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 8,422 shares

   Change vs previous 13F +314 shares

   4.21% of the 13F portfolio, value $4,328,415.

   13F-HR 0002044855-25-000005 filed by Comprehensive Financial Planning, Inc./PA
   Filed 2025-05-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 8,108 shares

   Change vs previous 13F not available

   3.69% of the 13F portfolio, value $4,368,511.

   13F-HR 0002044855-25-000001 filed by Comprehensive Financial Planning, Inc./PA
   Filed 2025-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).