Skip to main content

Comprehensive Financial Planning, Inc./PA

Position in V — Visa Inc.

CIK 2044855 EAST PETERSBURG, PA

Position in V

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$244,623
+$29,429 QoQ
Shares Held
713
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#4,097
of 4,501 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in V Over Time

Shares Held

Position Value (USD)

Position in Credit Services

Financial Services · as of Jun 30, 2026

Comprehensive Financial Planning, Inc./PA holds $729,907 across 4 Credit Services names. V ranks #2 (33.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 V
Visa Inc.
This page
713 $244,623

All Filings in V

Export CSV
7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $244,623 713
2026-03-31 $215,194 712
2025-12-31 $249,705 712
2025-09-30 $208,924 612
2025-06-30 $217,290 612
2025-03-31 $214,481 612
2024-12-31 $193,416 612