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

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

Comprehensive Financial Planning, Inc./PA held 11,154 XLF 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 11,154 shares
    Change vs previous 13F -1,956 shares

    0.32% of the 13F portfolio, value $597,992.

    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 13,110 shares
    Change vs previous 13F +98 shares

    0.45% of the 13F portfolio, value $647,249.

    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 13,012 shares
    Change vs previous 13F +43 shares

    0.47% of the 13F portfolio, value $712,682.

    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 12,969 shares
    Change vs previous 13F +1,417 shares

    0.48% of the 13F portfolio, value $698,650.

    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 11,552 shares
    Change vs previous 13F -62 shares

    0.48% of the 13F portfolio, value $604,959.

    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 11,614 shares
    Change vs previous 13F +8,590 shares

    0.56% of the 13F portfolio, value $578,495.

    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 3,024 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $146,171.

    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).