ALAB β€” ASTERA LABS INC

Ownership history in Comprehensive Financial Planning, Inc./PA  Β·  6 quarters on record

AI Ownership Summary

Comprehensive Financial Planning, Inc./PA reported ASTERA LABS INC (ALAB) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.23% in 2025 Q3. The latest visible filing shows ALAB at 0.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ALAB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Comprehensive Financial Planning, Inc./PA's position in ASTERA LABS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ALAB was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.23% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Comprehensive Financial Planning, Inc./PA held ALAB β€” position size vs. price
% of Fund (quarterly)    ALAB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 1,186 -503 -29.8% 0.09% $130K 2026-04-07 $118.99
2025 Q4 UNCHANGED 1,689 β€” 0% 0.19% $281K 2026-02-11 $143.71
2025 Q3 ADDED 1,689 +50 +3.1% 0.23% $331K 2025-11-12 $157.79
2025 Q2 UNCHANGED 1,639 β€” 0% 0.12% $148K 2025-08-08 $179.28
2025 Q1 REDUCED 1,639 -249 -13.2% 0.10% $98K 2025-05-09 $71.20
2024 Q4 INITIATED 1,888 β€” β€” 0.21% $250K 2025-01-29 $90.43

FAQ About Comprehensive Financial Planning, Inc./PA and ALAB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Comprehensive Financial Planning, Inc./PA reported owning ALAB?

Comprehensive Financial Planning, Inc./PA reported ALAB across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported ALAB position in Comprehensive Financial Planning, Inc./PA's portfolio?

The largest reported portfolio weight for ALAB was 0.23% in 2025 Q3.

What is the latest reported ALAB position on this page?

The most recent filing on this page is 2026 Q1, when Comprehensive Financial Planning, Inc./PA reported 1,186 shares, equal to 0.09% of portfolio, with an estimated market value of $130K.

What does the chart on this ALAB ownership page compare?

The chart compares Comprehensive Financial Planning, Inc./PA's quarterly ALAB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Comprehensive Financial Planning, Inc./PA Holdings