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Comprehensive Financial Planning, Inc./PA → META

Comprehensive Financial Planning, Inc./PA META Position History

Meta Platforms, Inc. • Technology

Quarters held
5
Latest value
$4.3M
Q3 2026
Peak value
$7.3M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$7.3M
Q4 2025$5M
Q1 2026$3.3M
Q2 2026$3.4M
Q3 2026$4.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$4.3M6.0K——
Q2 2026$3.4M6.0K——
Q1 2026$3.3M5.8K——
Q4 2025$5M7.6K——
Q3 2025$7.3M9.9K——

Other funds holding META

Other Comprehensive Financial Planning, Inc./PA positions

NVDA

NVIDIA CORP

$9.7M
AAPL

APPLE INC

$9.7M
NOC

JANUS HENDERSON AAA CLO ETF

$8.8M
NOC

JANUS HENDERSON AAA CLO ETF

$8.7M
NOC

JANUS HENDERSON AAA CLO ETF

$8.7M
NOC

JANUS HENDERSON AAA CLO ETF

$8.6M
NOC

JANUS HENDERSON AAA CLO ETF

$8.6M
NVDA

NVIDIA CORP

$8.5M