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Disclosery

Center for Financial Planning, Inc.: VO position timeline

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

Center for Financial Planning, Inc. held 678,271 VO 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 678,271 shares
    Change vs previous 13F +510,482 shares

    5.11% of the 13F portfolio, value $54,648,316.

    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 167,789 shares
    Change vs previous 13F +2,751 shares

    5.03% of the 13F portfolio, value $48,185,633.

    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 165,038 shares
    Change vs previous 13F +16,295 shares

    4.98% of the 13F portfolio, value $47,897,324.

    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 148,743 shares
    Change vs previous 13F +6,511 shares

    4.67% of the 13F portfolio, value $43,691,638.

    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 142,232 shares
    Change vs previous 13F +131,020 shares

    4.56% of the 13F portfolio, value $39,800,781.

    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 11,212 shares
    Change vs previous 13F +5,912 shares

    0.37% of the 13F portfolio, value $2,899,648.

    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 5,300 shares
    Change vs previous 13F +204 shares

    0.19% of the 13F portfolio, value $1,399,889.

    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 5,096 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,344,478.

    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).