TCAF β€” T ROWE PRICE CPTL APRCTNEQT ETF

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

AI Ownership Summary

Comprehensive Financial Planning, Inc./PA reported T ROWE PRICE CPTL APRCTNEQT ETF (TCAF) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.69% in 2026 Q1. The latest visible filing shows TCAF at 0.69% 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 TCAF 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 T ROWE PRICE CPTL APRCTNEQT ETF, 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

TCAF was reported at 0.69% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.69% 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 TCAF β€” position size vs. price
% of Fund (quarterly)    TCAF 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 27,870 +3,333 +13.6% 0.69% $992K 2026-04-07 $36.20
2025 Q4 ADDED 24,537 +1,282 +5.5% 0.62% $938K 2026-02-11 $37.58
2025 Q3 ADDED 23,255 +1,920 +9.0% 0.60% $877K 2025-11-12 $38.73
2025 Q2 ADDED 21,335 +900 +4.4% 0.59% $753K 2025-08-08 $36.36
2025 Q1 ADDED 20,435 +17,963 +726.7% 0.64% $660K 2025-05-09 $32.27
2024 Q4 INITIATED 2,472 β€” β€” 0.07% $82K 2025-01-29 $34.27

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

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 TCAF?

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

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

The largest reported portfolio weight for TCAF was 0.69% in 2026 Q1.

What is the latest reported TCAF position on this page?

The most recent filing on this page is 2026 Q1, when Comprehensive Financial Planning, Inc./PA reported 27,870 shares, equal to 0.69% of portfolio, with an estimated market value of $992K.

What does the chart on this TCAF ownership page compare?

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