Skip to content
Disclosery

Center for Financial Planning, Inc.: IJR position timeline

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

Center for Financial Planning, Inc. held 13,188 IJR 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 13,188 shares
    Change vs previous 13F -14 shares

    0.18% of the 13F portfolio, value $1,955,913.

    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 13,202 shares
    Change vs previous 13F -338 shares

    0.17% of the 13F portfolio, value $1,641,141.

    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 13,540 shares
    Change vs previous 13F +109 shares

    0.17% of the 13F portfolio, value $1,627,238.

    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 13,431 shares
    Change vs previous 13F -385 shares

    0.17% of the 13F portfolio, value $1,596,006.

    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 13,816 shares
    Change vs previous 13F -424 shares

    0.17% of the 13F portfolio, value $1,509,951.

    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 14,240 shares
    Change vs previous 13F +2,501 shares

    0.19% of the 13F portfolio, value $1,489,077.

    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 11,739 shares
    Change vs previous 13F +930 shares

    0.18% of the 13F portfolio, value $1,352,568.

    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 10,809 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,264,221.

    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).