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Disclosery

Center for Financial Planning, Inc.: ADI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Center for Financial Planning, Inc. on ADI, newest first. How the timeline and the estimate are built.

Center for Financial Planning, Inc. held 2,093 ADI shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,093 shares
    Change vs previous 13F -400 shares

    0.08% of the 13F portfolio, value $831,277.

    13F-HR 0001803557-26-000004 filed by Center for Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,493 shares
    Change vs previous 13F +88 shares

    0.08% of the 13F portfolio, value $793,124.

    13F-HR 0001803557-26-000003 filed by Center for Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 2,405 shares
    Change vs previous 13F -32 shares

    0.07% of the 13F portfolio, value $652,236.

    13F-HR 0001803557-26-000001 filed by Center for Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 2,437 shares
    Change vs previous 13F +665 shares

    0.06% of the 13F portfolio, value $598,771.

    13F-HR 0001803557-25-000006 filed by Center for Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,772 shares
    Change vs previous 13F +318 shares

    0.05% of the 13F portfolio, value $421,772.

    13F-HR 0001803557-25-000003 filed by Center for Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,454 shares
    Change vs previous 13F +230 shares

    0.04% of the 13F portfolio, value $293,229.

    13F-HR 0001803557-25-000002 filed by Center for Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,224 shares
    Change vs previous 13F -171 shares

    0.03% of the 13F portfolio, value $260,052.

    13F-HR 0001803557-25-000001 filed by Center for Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,395 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $321,088.

    13F-HR 0001803557-24-000005 filed by Center for Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).