Skip to content
Disclosery

Center for Financial Planning, Inc.: FSIG position timeline

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

Center for Financial Planning, Inc. held 124,915 FSIG 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 124,915 shares
    Change vs previous 13F -6,855 shares

    0.22% of the 13F portfolio, value $2,355,273.

    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 131,770 shares
    Change vs previous 13F -23,206 shares

    0.26% of the 13F portfolio, value $2,495,724.

    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 154,976 shares
    Change vs previous 13F -9,090 shares

    0.31% of the 13F portfolio, value $2,973,990.

    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 164,066 shares
    Change vs previous 13F +12,216 shares

    0.34% of the 13F portfolio, value $3,151,708.

    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 151,850 shares
    Change vs previous 13F +16,820 shares

    0.33% of the 13F portfolio, value $2,903,372.

    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 135,030 shares
    Change vs previous 13F 0 shares

    0.33% of the 13F portfolio, value $2,557,469.

    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 135,030 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $2,548,017.

    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).