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Disclosery

Center for Financial Planning, Inc.: PLTR position timeline

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

Center for Financial Planning, Inc. held 365 PLTR 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 365 shares
    Change vs previous 13F -575 shares

    <0.01% of the 13F portfolio, value $42,585.

    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 940 shares
    Change vs previous 13F +875 shares

    0.01% of the 13F portfolio, value $137,504.

    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 shares
    Change vs previous 13F -550 shares

    <0.01% of the 13F portfolio, value $11,554.

    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 615 shares
    Change vs previous 13F +145 shares

    0.01% of the 13F portfolio, value $112,189.

    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 470 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $64,071.

    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).