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Center for Financial Planning, Inc.: QUAL position timeline

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

Center for Financial Planning, Inc. held 89,819 QUAL 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 89,819 shares
    Change vs previous 13F -751 shares

    1.84% of the 13F portfolio, value $19,708,889.

    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 90,570 shares
    Change vs previous 13F -1,306 shares

    1.81% of the 13F portfolio, value $17,372,257.

    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 91,876 shares
    Change vs previous 13F -2,329 shares

    1.9% of the 13F portfolio, value $18,248,435.

    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 94,205 shares
    Change vs previous 13F -876 shares

    1.96% of the 13F portfolio, value $18,322,881.

    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 95,081 shares
    Change vs previous 13F -658 shares

    1.99% of the 13F portfolio, value $17,382,705.

    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 95,739 shares
    Change vs previous 13F -1,213 shares

    2.09% of the 13F portfolio, value $16,360,895.

    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 96,952 shares
    Change vs previous 13F -1,370 shares

    2.3% of the 13F portfolio, value $17,265,136.

    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 98,322 shares
    Change vs previous 13F not available

    2.39% of the 13F portfolio, value $17,629,202.

    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).