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Disclosery

Center for Financial Planning, Inc.: O position timeline

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

Center for Financial Planning, Inc. held 6,205 O 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 6,205 shares
    Change vs previous 13F -1,017 shares

    0.04% of the 13F portfolio, value $384,462.

    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 7,222 shares
    Change vs previous 13F -76 shares

    0.05% of the 13F portfolio, value $441,842.

    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 7,298 shares
    Change vs previous 13F -5 shares

    0.04% of the 13F portfolio, value $411,389.

    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 7,303 shares
    Change vs previous 13F +574 shares

    0.05% of the 13F portfolio, value $443,950.

    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 6,729 shares
    Change vs previous 13F +590 shares

    0.04% of the 13F portfolio, value $387,658.

    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 6,139 shares
    Change vs previous 13F +848 shares

    0.05% of the 13F portfolio, value $356,124.

    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 5,291 shares
    Change vs previous 13F +4,711 shares

    0.04% of the 13F portfolio, value $282,593.

    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 580 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $36,784.

    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).