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Center for Financial Planning, Inc.: LMBS position timeline

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

Center for Financial Planning, Inc. held 64,522 LMBS 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 64,522 shares
    Change vs previous 13F -1,989 shares

    0.3% of the 13F portfolio, value $3,211,885.

    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 66,511 shares
    Change vs previous 13F +540 shares

    0.35% of the 13F portfolio, value $3,312,893.

    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 65,971 shares
    Change vs previous 13F -3,075 shares

    0.34% of the 13F portfolio, value $3,297,870.

    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 69,046 shares
    Change vs previous 13F +4,046 shares

    0.37% of the 13F portfolio, value $3,437,780.

    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 65,000 shares
    Change vs previous 13F -20,359 shares

    0.37% of the 13F portfolio, value $3,201,880.

    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 85,359 shares
    Change vs previous 13F +8,116 shares

    0.54% of the 13F portfolio, value $4,196,228.

    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 77,243 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $3,759,436.

    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).