Skip to content
Disclosery

Center for Financial Planning, Inc.: EAGG position timeline

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

Center for Financial Planning, Inc. held 49,416 EAGG 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 49,416 shares
    Change vs previous 13F +5,956 shares

    0.22% of the 13F portfolio, value $2,342,793.

    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 43,460 shares
    Change vs previous 13F -1,835 shares

    0.22% of the 13F portfolio, value $2,066,534.

    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 45,295 shares
    Change vs previous 13F +1,290 shares

    0.23% of the 13F portfolio, value $2,167,370.

    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 44,005 shares
    Change vs previous 13F -3,394 shares

    0.23% of the 13F portfolio, value $2,113,544.

    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 47,399 shares
    Change vs previous 13F +821 shares

    0.26% of the 13F portfolio, value $2,253,361.

    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 46,578 shares
    Change vs previous 13F +2,150 shares

    0.28% of the 13F portfolio, value $2,211,537.

    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 44,428 shares
    Change vs previous 13F +1,890 shares

    0.28% of the 13F portfolio, value $2,063,229.

    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 42,538 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $2,066,920.

    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).