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Manager record

Comprehensive Financial Planning, Inc./PA

East Petersburg, PA · CIK 2044855 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$187.55MReported 13F valueQ3 2026 · as filed
428Holdings listed
0.0%vs prior quartervalue change includes market moves
6Quarters on record
Oct 27Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $127.0M$127.0MQ2 2025337 holdingsQ3 2025: $145.9M$145.9MQ3 2025347 holdingsQ4 2025: $151.2M$151.2MQ4 2025416 holdingsQ1 2026: $144.4M$144.4MQ1 2026388 holdingsQ2 2026: $187.6M$187.6MQ2 2026427 holdingsQ3 2026: $187.6M$187.6MQ3 2026428 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 27 2026 13F-HR · period Q3 2026

$187.55M · 428 holdings listed · View original SEC filing ↗
Aug 10 2026 13F-HR · period Q2 2026

$187.55M · 427 holdings listed · View original SEC filing ↗
Apr 07 2026 13F-HR · period Q1 2026

$144.40M · 388 holdings listed · View original SEC filing ↗
Feb 11 2026 13F-HR · period Q4 2025

$151.22M · 416 holdings listed · View original SEC filing ↗
Nov 12 2025 13F-HR · period Q3 2025

$145.93M · 347 holdings listed · View original SEC filing ↗
Aug 08 2025 13F-HR · period Q2 2025

$127.01M · 337 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 27, 2026 · Change methodology