Comprehensive Financial Planning, Inc./PA HMY — HARMONY GOLD MNG LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS

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

AI Ownership Summary

Comprehensive Financial Planning, Inc./PA reported HARMONY GOLD MNG LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS (HMY) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.01% in 2025 Q1. The latest visible filing shows HMY at 0.01% 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 HMY 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 HARMONY GOLD MNG LTD FSPONSORED 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

HMY was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 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.

HMY stock page Comprehensive Financial Planning, Inc./PA fund profile Comprehensive Financial Planning, Inc./PA full holdings
How Comprehensive Financial Planning, Inc./PA held HMY — position size vs. price
% of Fund (quarterly)    HMY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 619 — 0% 0.01% $10K 2026-04-07 $15.54
2025 Q4 UNCHANGED — — — 619 — 0% 0.01% $12K 2026-02-11 $21.25
2025 Q3 UNCHANGED — — — 619 — 0% 0.01% $11K 2025-11-12 $18.47
2025 Q2 UNCHANGED — — — 619 — 0% 0.01% $9K 2025-08-08 $15.46
2025 Q1 UNCHANGED — — — 619 — 0% 0.01% $9K 2025-05-09 $15.47
2024 Q4 INITIATED — — — 619 — — 0.00% $5K 2025-01-29 $10.62

🏢 Other funds also holding HMY

As of 2026 Q1 — sorted by position size

Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. 2.7% MARIETTA INVESTMENT PARTNERS LLC 3Y 7Y 0.83% Wealthstar Advisors, LLC 3Y 7Y 0.45% PKO Investment Management Joint-Stock Co 0.27% AdvisorShares Investments LLC 3Y 0.26% Plancorp, LLC 3Y 7Y 0.22% North of South Capital LLP 0.19% E Fund Management (Hong Kong) Co., Ltd. 3Y 0.16% Veracity Capital LLC 3Y 0.08% BI Asset Management Fondsmaeglerselskab A/S 3Y 0.06%

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

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 HMY?

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

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

The largest reported portfolio weight for HMY was 0.01% in 2025 Q1.

What is the latest reported HMY position on this page?

The most recent filing on this page is 2026 Q1, when Comprehensive Financial Planning, Inc./PA reported 619 shares, equal to 0.01% of portfolio, with an estimated market value of $10K.

What does the chart on this HMY ownership page compare?

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