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

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

Comprehensive Financial Planning, Inc./PA held 1,744 VST 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 1,744 shares
    Change vs previous 13F -135 shares

    0.15% of the 13F portfolio, value $276,686.

    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 1,879 shares
    Change vs previous 13F -1,199 shares

    0.2% of the 13F portfolio, value $282,556.

    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 3,078 shares
    Change vs previous 13F +42 shares

    0.33% of the 13F portfolio, value $496,701.

    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 3,036 shares
    Change vs previous 13F +354 shares

    0.41% of the 13F portfolio, value $594,721.

    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 2,682 shares
    Change vs previous 13F +2,229 shares

    0.41% of the 13F portfolio, value $519,796.

    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 453 shares
    Change vs previous 13F +253 shares

    0.05% of the 13F portfolio, value $53,304.

    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 200 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $27,574.

    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).