Comprehensive Financial Planning Boosts Jewett-Cameron Stake to 11.2%

TL;DR

**Comprehensive Financial Planning now owns 11.2% of Jewett-Cameron, a bullish signal.**

AI Summary

Comprehensive Financial Planning, Inc. has filed an amended SC 13G/A, indicating they now beneficially own 393,400 shares of Jewett-Cameron Trading Company Ltd. common stock, representing 11.2% of the company's outstanding shares. This filing, dated December 31, 2023, shows a significant ownership stake by an institutional investor. This matters to investors because a large institutional holding can signal confidence in the company's future, potentially influencing stock stability and future performance.

Why It Matters

A substantial 11.2% ownership by Comprehensive Financial Planning Inc. signals strong institutional confidence in Jewett-Cameron Trading Company Ltd., which could attract other investors and stabilize the stock price.

Risk Assessment

Risk Level: low — This filing indicates an institutional investor maintaining a significant stake, which generally reduces volatility and signals stability.

Analyst Insight

A smart investor would view this as a positive signal, suggesting institutional validation of Jewett-Cameron Trading Company Ltd. and might consider further research into the company's fundamentals.

Key Numbers

• 393,400 — Shares Beneficially Owned (Represents the total number of shares of Jewett-Cameron Trading Company Ltd. held by Comprehensive Financial Planning, Inc.)
• 11.2% — Percent of Class (Indicates the significant portion of Jewett-Cameron Trading Company Ltd.'s common stock owned by Comprehensive Financial Planning, Inc.)

Key Players & Entities

• Comprehensive Financial Planning, Inc. (company) — the reporting person and institutional investor
• Jewett-Cameron Trading Company Ltd. (company) — the subject company whose shares are being reported
• 393,400 (dollar_amount) — number of shares beneficially owned
• 11.2% (dollar_amount) — percentage of class represented by shares owned
• December 31, 2023 (date) — date of event requiring the filing

Forward-Looking Statements

• The significant institutional ownership by Comprehensive Financial Planning, Inc. will likely contribute to increased investor confidence in Jewett-Cameron Trading Company Ltd. (Jewett-Cameron Trading Company Ltd.) — medium confidence, target: Next 6-12 months

FAQ

Filing Documents

• fp0086865-2_sc13ga.htm (SC 13G/A) — 75KB
• fp0086865-2_ex991.htm (EX-99.1) — 7KB
• 0001398344-24-001403.txt ( ) — 83KB

(a)

Item 1(a). Name of Issuer: Jewett-Cameron Trading Company, Ltd. (the “Issuer”)

(b)

Item 1(b). Address of Issuer's Principal Executive Offices: 32275 NW Hillcrest North Plains, OR 97133

(a)

Item 2(a). Name of Persons Filing: Comprehensive Financial Planning, Inc. Raymond L. Howe

(b)

Item 2(b). Address of Principal Business Office or, if None, Residence: For all persons filing: 3950 Fairlane Drive, Dacula, GA 30019

(c)

Item 2(c). Citizenship: Comprehensive Financial Planning, Inc. is a Georgia corporation Mr. Howe is a United States citizen

(d)

Item 2(d). Title of Class of Securities: Common Stock

(e)

Item 2(e). CUSIP Number: 47733C207 Item 3. If this statement is filed pursuant to Rules 13d-1(b) or 13d-2(b) or (c), check whether the person filing is a: (a) [ ] Broker or dealer registered under Section 15 of the Act, (b) [ ] Bank as defined in Section 3(a)(6) of the Act, (c) [ ] Insurance Company as defined in Section 3(a)(19) of the Act, (d) [ ] Investment Company registered under Section 8 of the Investment Company Act of 1940, (e) [x ] Investment Adviser in accordance with Rule 13d-1 (b)(1)(ii)(E), [with respect to the Comprehensive Financial Planning, Inc.] (f) [ ] Employee Benefit Plan or Endowment Fund in accordance with 13d-1 (b)(1)(ii)(F), (g) [x ] Parent Holding Company or control person in accordance with Rule 13d-1(b)(1)(ii)(G), [with respect to Raymond L. Howe} (h) [ ] Savings Association as defined in Section 3(b) of the Federal Deposit Insurance Act, CUSIP No. 47733C207 13G Page 5 of 6 Pages (i) [ ] Church Plan that is excluded from the definition of an investment company under Section 3(c)(14) of the Investment Company Act of 1940, (j) [ ] Non-U.S. institution in accordance with Rule 13d-1(b)(1)(ii)(J). (k) [ ] Group, in accordance with Rule 13d-1(b)(1)(ii)(K). If filing as a non-U.S. institution in accordance with Rule 13d-1(b)(1)(ii)(J), please specify the type of institution: Item 4. Comprehensive Financial Planning, Inc. Raymond L. Howe (a) Amount Beneficially Owned: 393,400 393,400 (b) Percent of Class: 11.2% 11.2% (c) Number of Shares to Which Reporting Person Has: (i) Sole Voting Power: 393,400 393,400 (ii) Shared Voting Power: None None (iii) Sole Dispositive Power: None None (iv) Shared Dispositive Power: 393,400 393,400 The reported shares are the Issuer’s common stock. Item 5. or Less of a Class. If this statement is being filed to report the fact that as of the date hereof the reporting person has ceased to b

SIGNATURES

SIGNATURES After reasonable inquiry and to the best of our knowledge and belief, the undersigned certify that the information set forth in this DATED: January 31, 2024 Comprehensive Financial Planning, Inc. By /s/ Raymond L. Howe Raymond L. Howe, President /s/ Raymond L. Howe Raymond L. Howe, Individually

View Full Filing

View this SC 13G/A filing on SEC EDGAR