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Center for Financial Planning, Inc.: IEFA position timeline

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

Center for Financial Planning, Inc. held 433,664 IEFA 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 433,664 shares
    Change vs previous 13F -1,970 shares

    3.91% of the 13F portfolio, value $41,883,256.

    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 435,634 shares
    Change vs previous 13F -665,176 shares

    4.12% of the 13F portfolio, value $39,437,943.

    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 1,100,810 shares
    Change vs previous 13F +8,939 shares

    10.25% of the 13F portfolio, value $98,478,479.

    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 1,091,871 shares
    Change vs previous 13F -7,305 shares

    10.19% of the 13F portfolio, value $95,331,296.

    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 1,099,176 shares
    Change vs previous 13F +7,380 shares

    10.52% of the 13F portfolio, value $91,759,250.

    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 1,091,796 shares
    Change vs previous 13F +25,237 shares

    10.55% of the 13F portfolio, value $82,594,345.

    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 1,066,559 shares
    Change vs previous 13F +29,207 shares

    10% of the 13F portfolio, value $74,957,746.

    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 1,037,352 shares
    Change vs previous 13F not available

    10.99% of the 13F portfolio, value $80,965,291.

    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).