Skip to content
Disclosery

Center for Financial Planning, Inc.: VB position timeline

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

Center for Financial Planning, Inc. held 257,140 VB 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 257,140 shares
    Change vs previous 13F +1,748 shares

    7.29% of the 13F portfolio, value $77,944,355.

    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 255,392 shares
    Change vs previous 13F +193 shares

    6.98% of the 13F portfolio, value $66,892,146.

    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 255,199 shares
    Change vs previous 13F +1,508 shares

    6.85% of the 13F portfolio, value $65,828,506.

    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 253,691 shares
    Change vs previous 13F -8,787 shares

    6.9% of the 13F portfolio, value $64,508,607.

    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 262,478 shares
    Change vs previous 13F +107,311 shares

    7.13% of the 13F portfolio, value $62,202,039.

    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 155,167 shares
    Change vs previous 13F +3,235 shares

    4.4% of the 13F portfolio, value $34,408,197.

    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 151,932 shares
    Change vs previous 13F +3,442 shares

    4.87% of the 13F portfolio, value $36,506,171.

    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 148,490 shares
    Change vs previous 13F not available

    4.78% of the 13F portfolio, value $35,223,244.

    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).