Position in BBY
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$163,824
-$113,455 QoQ
Shares Held
2,159
-50.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#654
of 868 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BBY Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026Center for Financial Planning, Inc. holds $175,779 across 4 Specialty Retail names. BBY ranks #1 (93.2% of the industry book) .
All Filings in BBY
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $163,824 | 2,159 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $277,279 | 4,319 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $275,684 | 4,119 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $324,107 | 4,286 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $271,943 | 4,051 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $253,807 | 3,448 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $263,320 | 3,069 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $350,083 | 3,389 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $283,973 | 3,369 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $274,554 | 3,347 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $262,785 | 3,357 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $231,335 | 3,330 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $251,914 | 3,074 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $235,044 | 3,003 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $233,651 | 2,913 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $150,622 | 2,378 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $132,140 | 2,027 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $194,616 | 2,141 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $206,959 | 2,037 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $199,791 | 1,890 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $203,744 | 1,772 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $201,721 | 1,757 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $143,897 | 1,442 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $139,891 | 1,257 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $106,731 | 1,223 | Shares | Sole | 2020-08-06 | |
| No filing history on record for this holder in this stock. | ||||||