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Disclosery

Center for Financial Planning, Inc.: F position timeline

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

Center for Financial Planning, Inc. held 53,907 F 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 53,907 shares
    Change vs previous 13F -959 shares

    0.07% of the 13F portfolio, value $749,311.

    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 54,866 shares
    Change vs previous 13F -329 shares

    0.07% of the 13F portfolio, value $633,150.

    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 55,195 shares
    Change vs previous 13F -165 shares

    0.08% of the 13F portfolio, value $724,152.

    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 55,360 shares
    Change vs previous 13F +514 shares

    0.07% of the 13F portfolio, value $662,108.

    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 54,846 shares
    Change vs previous 13F -1,691 shares

    0.07% of the 13F portfolio, value $595,085.

    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 56,537 shares
    Change vs previous 13F -15,584 shares

    0.07% of the 13F portfolio, value $567,070.

    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 72,121 shares
    Change vs previous 13F -1,619 shares

    0.1% of the 13F portfolio, value $714,003.

    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 73,740 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $778,693.

    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).