SEC 13F Intelligence

Lifeplan Financial, LLC / CMCSA

Lifeplan Financial, LLC’s Comcast Corp New Position

Does Lifeplan Financial, LLC own Comcast Corp New (CMCSA)? Yes — 54.5K shares worth $2M (+1.16% of its 13F portfolio) as of Q1 2026, up from 46.7K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
54.5K
% of Portfolio
+1.16%
Quarters Held
10
currently held

Position History CMCSA

Reported value by quarter
Q4 ’23: $1MQ4 ’23Q1 ’24: $1MQ2 ’24: $1MQ2 ’24Q3 ’24: $1MQ4 ’24: $1MQ4 ’24Q1 ’25: $1MQ2 ’25: $1MQ2 ’25Q3 ’25: $1MQ4 ’25: $1MQ4 ’25Q1 ’26: $2Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202654.5K$2M+1.16%
Q4 202546.7K$1M+1.07%
Q3 202540.8K$1M+1.02%
Q2 202537.6K$1M+1.11%
Q1 202536.0K$1M+1.16%
Q4 202433.7K$1M+1.12%
Q3 202433.0K$1M+1.18%
Q2 202431.3K$1M+1.13%
Q1 202429.5K$1M+1.17%
Q4 202328.7K$1M+1.26%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lifeplan Financial, LLC’s full portfolio or all institutional holders of CMCSA.