ARM β€” ARM HLDGS PLC FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS

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

AI Ownership Summary

Comprehensive Financial Planning, Inc./PA reported ARM HLDGS PLC FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS (ARM) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.09% in 2025 Q2. The latest visible filing shows ARM at 0.07% 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 ARM 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 ARM HLDGS PLC FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS, 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

ARM was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2025 Q2

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.

ARM stock page Comprehensive Financial Planning, Inc./PA fund profile Comprehensive Financial Planning, Inc./PA full holdings
How Comprehensive Financial Planning, Inc./PA held ARM β€” position size vs. price
% of Fund (quarterly)    ARM price (quarter-end, 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 UNCHANGED 700 β€” 0% 0.07% $106K 2026-04-07 $143.86
2025 Q4 UNCHANGED 700 β€” 0% 0.05% $77K 2026-02-11 $125.28
2025 Q3 UNCHANGED 700 β€” 0% 0.07% $99K 2025-11-12 $148.75
2025 Q2 UNCHANGED 700 β€” 0% 0.09% $113K 2025-08-08 $138.50
2025 Q1 UNCHANGED 700 β€” 0% 0.07% $75K 2025-05-09 $115.80
2024 Q4 INITIATED 700 β€” β€” 0.07% $86K 2025-01-29 $147.60

🏒 Other funds also holding ARM

As of 2026 Q1 β€” sorted by position size

Marex Group plc 0.6% Gainplan LLC 3Y 7Y 0.4% E Fund Management (Hong Kong) Co., Ltd. 3Y 0.3% ZEVENBERGEN CAPITAL INVESTMENTS LLC 3Y 7Y 0.25% Crescent Sterling, Ltd. 3Y 0.21% Veracity Capital LLC 3Y 0.11% Accel Wealth Management 3Y 0.1% Parisi Gray Wealth Management 3Y 7Y 0.09% Mirador Capital Partners LP 3Y 7Y 0.06% RDA Financial Network 3Y 0.05%

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

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 ARM?

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

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

The largest reported portfolio weight for ARM was 0.09% in 2025 Q2.

What is the latest reported ARM position on this page?

The most recent filing on this page is 2026 Q1, when Comprehensive Financial Planning, Inc./PA reported 700 shares, equal to 0.07% of portfolio, with an estimated market value of $106K.

What does the chart on this ARM ownership page compare?

The chart compares Comprehensive Financial Planning, Inc./PA's quarterly ARM 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.

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