Comprehensive Financial Planning, Inc./PA
Position in XYZ — Block, Inc.
CIK 2044855
EAST PETERSBURG, PA
Position in XYZ
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$26,600
+$5,537 QoQ
Shares Held
350
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#867
of 1,079 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in XYZ Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Comprehensive Financial Planning, Inc./PA holds $8,106,514 across 8 Software - Infrastructure names. XYZ ranks #5 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRWD |
CrowdStrike Holdings, Inc.
|
18,008 | $3,435,656 | |
| 2 | MSFT |
Microsoft Corp
|
7,596 | $2,833,459 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
15,174 | $1,770,350 | |
| 4 | PANW |
Palo Alto Networks Inc
|
106 | $36,148 | |
| 5 | XYZ |
Block, Inc.
This page
|
350 | $26,600 | |
| 6 | ORCL |
Oracle Corp
|
20 | $2,931 | |
| 7 | CLOQ |
Cyberloq Technologies, Inc.
|
8,624 | $1,098 | |
| 8 | OKTA |
Okta, Inc.
|
2 | $272 |
All Filings in XYZ
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,600 | 350 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $21,063 | 350 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $29,290 | 450 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $32,521 | 450 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $30,568 | 450 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $24,448 | 450 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $43,174 | 508 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||