Comprehensive Financial Planning, Inc./PA: VTV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Comprehensive Financial Planning, Inc./PA on VTV, newest first. How the timeline and the estimate are built.
Comprehensive Financial Planning, Inc./PA held 187 VTV shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 187 sharesChange vs previous 13F +2 shares
0.02% of the 13F portfolio, value $40,710.
13F-HR 0002044855-26-000003 filed by Comprehensive Financial Planning, Inc./PA
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 185 sharesChange vs previous 13F +1 shares
0.03% of the 13F portfolio, value $36,469.
13F-HR 0002044855-26-000002 filed by Comprehensive Financial Planning, Inc./PA
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 184 sharesChange vs previous 13F -76 shares
0.02% of the 13F portfolio, value $35,305.
13F-HR 0002044855-26-000001 filed by Comprehensive Financial Planning, Inc./PA
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 260 sharesChange vs previous 13F +1 shares
0.03% of the 13F portfolio, value $48,499.
13F-HR 0002044855-25-000008 filed by Comprehensive Financial Planning, Inc./PA
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 259 sharesChange vs previous 13F +1 shares
0.04% of the 13F portfolio, value $45,715.
13F-HR 0002044855-25-000006 filed by Comprehensive Financial Planning, Inc./PA
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 258 sharesChange vs previous 13F +1 shares
0.04% of the 13F portfolio, value $44,680.
13F-HR 0002044855-25-000005 filed by Comprehensive Financial Planning, Inc./PA
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 257 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $43,533.
13F-HR 0002044855-25-000001 filed by Comprehensive Financial Planning, Inc./PA
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).