Comprehensive Financial Planning, Inc./PA
Position in FIX — Comfort Systems USA Inc
CIK 2044855
EAST PETERSBURG, PA
Position in FIX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$346,841
+$62,188 QoQ
Shares Held
175
-42.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#1,014
of 1,341 holders
Holding Since
Dec 2024
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FIX Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Jun 30, 2026Comprehensive Financial Planning, Inc./PA holds $1,138,648 across 3 Engineering & Construction names. FIX ranks #3 (30.5% of the industry book) .
All Filings in FIX
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $346,841 | 175 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $284,653 | 305 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $230,225 | 279 | Shares | Sole | 2025-11-12 | |
| 2024-12-31 | $196,339 | 463 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||