Center for Financial Planning, Inc.
Position in ALTG — Alta Equipment Group Inc.
CIK 1803557
SOUTHFIED, MI
Position in ALTG
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$45,574
+$7,748 QoQ
Shares Held
7,044
0.0% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#4
of 15 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ALTG Over Time
Shares Held
Position Value (USD)
Position in Rental & Leasing Services
Industrials · as of Jun 30, 2026Center for Financial Planning, Inc. holds $79,560 across 2 Rental & Leasing Services names. ALTG ranks #1 (57.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALTG |
Alta Equipment Group Inc.
This page
|
7,044 | $45,574 | |
| 2 | URI |
United Rentals, Inc.
|
30 | $33,986 |
All Filings in ALTG
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,574 | 7,044 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $37,826 | 7,044 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $32,402 | 7,044 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $50,998 | 7,044 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $37,370 | 5,913 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $27,731 | 5,913 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $34,727 | 5,310 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $35,789 | 5,310 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $30,688 | 3,817 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $49,430 | 3,817 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $43,295 | 3,500 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $42,210 | 3,500 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $60,655 | 3,500 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $55,475 | 3,500 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $46,165 | 3,500 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $38,535 | 3,500 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $31,395 | 3,500 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $43,260 | 3,500 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $36,600 | 2,500 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $34,325 | 2,500 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $33,225 | 2,500 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $32,500 | 2,500 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $24,700 | 2,500 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $19,575 | 2,500 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $19,425 | 2,500 | Shares | Sole | 2020-08-06 | |
| No filing history on record for this holder in this stock. | ||||||