Position in C
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$19,034
+$3,611 QoQ
Shares Held
136
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,509
of 2,617 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Center for Financial Planning, Inc. holds $6,139,685 across 5 Banks - Diversified names. C ranks #4 (0.3% of the industry book) .
All Filings in C
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,034 | 136 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $15,423 | 136 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $15,869 | 136 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $15,022 | 148 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $11,576 | 136 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $3,052 | 43 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $2,534 | 36 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $2,253 | 36 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $2,284 | 36 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $5,122 | 81 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,851 | 36 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $164 | 4 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $184 | 4 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $187 | 4 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $8,774 | 194 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $37,252 | 894 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $41,115 | 894 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $47,739 | 894 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $53,747 | 890 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $76,847 | 1,095 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $77,471 | 1,095 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $79,661 | 1,095 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $67,517 | 1,095 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $47,205 | 1,095 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $46,245 | 905 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $52,650 | 1,250 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||