Comprehensive Financial Planning, Inc.Aggressive GrowthConcentrated trader

CIK: 0002044855 | EAST PETERSBURG, PA

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2026	13F-HR	403	$185.4M	2026-10-27	SEC ↗
Q2 2026	13F-HR	427	$187.6M	2026-08-10	SEC ↗
Q1 2026	13F-HR	387	$144.4M	2026-04-07	SEC ↗
Q4 2025	13F-HR	415	$151.2M	2026-02-11	SEC ↗
Q3 2025	13F-HR	347	$145.9M	2025-11-12	SEC ↗
Q2 2025	13F-HR	337	$127.0M	2025-08-08	SEC ↗
Q1 2025	13F-HR	330	$102.8M	2025-05-09	SEC ↗
Q4 2024	13F-HR	361	$118.4M	2025-01-29	SEC ↗