NOW β€” SERVICENOW INC

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

AI Ownership Summary

Comprehensive Financial Planning, Inc./PA reported SERVICENOW INC (NOW) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 1.14% in 2024 Q4. The latest visible filing shows NOW at 0.10% 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 NOW 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 SERVICENOW 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

NOW was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.14% in 2024 Q4

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 NOW β€” position size vs. price
% of Fund (quarterly)    NOW 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 1,424 -1,761 -55.3% 0.10% $149K 2026-04-07 $100.55
2025 Q4 ADDED 3,185 +2,501 +365.6% 0.32% $488K 2026-02-11 $100.58
2025 Q3 REDUCED 684 -25 -3.5% 0.43% $629K 2025-11-12 $172.81
2025 Q2 UNCHANGED 709 β€” 0% 0.57% $729K 2025-08-08 $174.50
2025 Q1 REDUCED 709 -566 -44.4% 0.55% $564K 2025-05-09 $196.01
2024 Q4 INITIATED 1,275 β€” β€” 1.14% $1.4M 2025-01-29 $228.73

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

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 NOW?

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

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

The largest reported portfolio weight for NOW was 1.14% in 2024 Q4.

What is the latest reported NOW position on this page?

The most recent filing on this page is 2026 Q1, when Comprehensive Financial Planning, Inc./PA reported 1,424 shares, equal to 0.10% of portfolio, with an estimated market value of $149K.

What does the chart on this NOW ownership page compare?

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