Skip to content
Disclosery

Center for Financial Planning, Inc.: VBR position timeline

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

Center for Financial Planning, Inc. held 56,015 VBR 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 56,015 shares
    Change vs previous 13F +251 shares

    1.27% of the 13F portfolio, value $13,610,974.

    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 55,764 shares
    Change vs previous 13F -1,536 shares

    1.26% of the 13F portfolio, value $12,114,779.

    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 57,300 shares
    Change vs previous 13F -724 shares

    1.26% of the 13F portfolio, value $12,135,531.

    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 58,024 shares
    Change vs previous 13F -520 shares

    1.29% of the 13F portfolio, value $12,110,227.

    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 58,544 shares
    Change vs previous 13F -185,799 shares

    1.31% of the 13F portfolio, value $11,416,641.

    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 244,343 shares
    Change vs previous 13F -3,051 shares

    5.82% of the 13F portfolio, value $45,518,732.

    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 247,394 shares
    Change vs previous 13F -577 shares

    6.54% of the 13F portfolio, value $49,028,456.

    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 247,971 shares
    Change vs previous 13F not available

    6.76% of the 13F portfolio, value $49,787,664.

    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).