Comprehensive Financial Planning, Inc./PA XRP β€” BITWISE XRP ETF

Ownership history in Comprehensive Financial Planning, Inc./PA  Β·  3 quarters on record

AI Ownership Summary

Comprehensive Financial Planning, Inc./PA reported BITWISE XRP ETF (XRP) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 0.03% in 2026 Q2. The latest visible filing shows XRP at 0.03% 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 XRP 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 BITWISE XRP 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 Q2

XRP was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q2

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 XRP β€” position size vs. price
% of Fund (quarterly)    XRP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED β€” β€” β€” 4,702 +3,700 +369.3% 0.03% $55K 2026-08-10 $11.40
2026 Q1 UNCHANGED β€” β€” β€” 1,002 β€” 0% 0.01% $15K 2026-04-07 $14.71
2025 Q4 INITIATED β€” β€” β€” 1,002 β€” β€” 0.01% $21K 2026-02-11 $15.47

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

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 XRP?

Comprehensive Financial Planning, Inc./PA reported XRP across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

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

The largest reported portfolio weight for XRP was 0.03% in 2026 Q2.

What is the latest reported XRP position on this page?

The most recent filing on this page is 2026 Q2, when Comprehensive Financial Planning, Inc./PA reported 4,702 shares, equal to 0.03% of portfolio, with an estimated market value of $55K.

What does the chart on this XRP ownership page compare?

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