Comprehensive Financial Planning, Inc./PA ORGN β€” ORIGIN MATLS INC CLASS A

Ownership history in Comprehensive Financial Planning, Inc./PA  Β·  5 quarters on record

AI Ownership Summary

Comprehensive Financial Planning, Inc./PA reported ORIGIN MATLS INC CLASS A (ORGN) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.01% in 2024 Q4. The latest visible filing shows ORGN at 0.00% 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 ORGN 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 ORIGIN MATLS 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
2025 Q4

ORGN was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% 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 2025 Q4

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 ORGN β€” position size vs. price
% of Fund (quarterly)    ORGN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED β€” β€” β€” 8,523 β€” 0% 0.00% $2K 2026-02-11 $4.68
2025 Q3 UNCHANGED β€” β€” β€” 8,523 β€” 0% 0.00% $4K 2025-11-12 $15.24
2025 Q2 UNCHANGED β€” β€” β€” 8,523 β€” 0% 0.00% $4K 2025-08-08 $27.27
2025 Q1 UNCHANGED β€” β€” β€” 8,523 β€” 0% 0.01% $6K 2025-05-09 $20.01
2024 Q4 INITIATED β€” β€” β€” 8,523 β€” β€” 0.01% $11K 2025-01-29 $29.70

🏒 Other funds also holding ORGN

As of 2026 Q1 β€” sorted by position size

Marex Group plc 0.0% MB, LEVIS & ASSOCIATES, LLC 0.0% TWO SIGMA ADVISERS, LP 3Y 7Y 0.0%

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

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 ORGN?

Comprehensive Financial Planning, Inc./PA reported ORGN across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

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

The largest reported portfolio weight for ORGN was 0.01% in 2024 Q4.

What is the latest reported ORGN position on this page?

The most recent filing on this page is 2025 Q4, when Comprehensive Financial Planning, Inc./PA reported 8,523 shares, equal to 0.00% of portfolio, with an estimated market value of $2K.

What does the chart on this ORGN ownership page compare?

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