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Center for Financial Planning, Inc.: VOO position timeline

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

Center for Financial Planning, Inc. held 549,217 VOO 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 549,217 shares
    Change vs previous 13F +4,992 shares

    35.26% of the 13F portfolio, value $377,207,607.

    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 544,225 shares
    Change vs previous 13F +2,869 shares

    33.95% of the 13F portfolio, value $325,201,562.

    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 541,356 shares
    Change vs previous 13F +3,475 shares

    35.32% of the 13F portfolio, value $339,500,703.

    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 537,881 shares
    Change vs previous 13F +3,373 shares

    35.21% of the 13F portfolio, value $329,387,721.

    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 534,508 shares
    Change vs previous 13F +3,801 shares

    34.82% of the 13F portfolio, value $303,616,549.

    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 530,707 shares
    Change vs previous 13F +4,616 shares

    34.85% of the 13F portfolio, value $272,735,607.

    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 526,091 shares
    Change vs previous 13F -194 shares

    37.83% of the 13F portfolio, value $283,463,115.

    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 526,285 shares
    Change vs previous 13F not available

    37.68% of the 13F portfolio, value $277,704,609.

    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).