GOOGL β€” ALPHABET INC CLASS A

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

AI Ownership Summary

Comprehensive Financial Planning, Inc./PA reported ALPHABET INC CLASS A (GOOGL) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.61% in 2026 Q1. The latest visible filing shows GOOGL at 0.61% 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 GOOGL 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 ALPHABET INC CLASS A, 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

GOOGL was reported at 0.61% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.61% in 2026 Q1

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 GOOGL β€” position size vs. price
% of Fund (quarterly)    GOOGL 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 ADDED 3,076 +502 +19.5% 0.61% $885K 2026-04-07 $305.46
2025 Q4 ADDED 2,574 +51 +2.0% 0.53% $806K 2026-02-11 $310.74
2025 Q3 ADDED 2,523 +2 +0.1% 0.42% $613K 2025-11-12 $286.32
2025 Q2 ADDED 2,521 +144 +6.1% 0.35% $444K 2025-08-08 $200.97
2025 Q1 REDUCED 2,377 -666 -21.9% 0.36% $368K 2025-05-09 $152.22
2024 Q4 INITIATED 3,043 β€” β€” 0.49% $576K 2025-01-29 $194.51

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

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 GOOGL?

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

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

The largest reported portfolio weight for GOOGL was 0.61% in 2026 Q1.

What is the latest reported GOOGL position on this page?

The most recent filing on this page is 2026 Q1, when Comprehensive Financial Planning, Inc./PA reported 3,076 shares, equal to 0.61% of portfolio, with an estimated market value of $885K.

What does the chart on this GOOGL ownership page compare?

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