Partners in Financial Planning
Holdings in CARE
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $252,866 | 12,862 | Shares | Sole | 2026-02-02 |
| 2025-09-30 | $282,357 | 14,547 | Shares | Sole | 2025-11-10 |
| 2025-06-30 | $252,244 | 14,547 | Shares | Sole | 2025-08-04 |
| 2025-03-31 | $235,370 | 14,547 | Shares | Sole | 2025-04-30 |
| 2024-12-31 | $255,881 | 14,547 | Shares | Sole | 2025-02-12 |
| 2024-09-30 | $272,205 | 15,653 | Shares | Sole | 2025-02-26 |
| 2024-06-30 | $265,250 | 17,543 | Shares | Sole | 2025-02-26 |
| 2024-03-31 | $221,743 | 17,543 | Shares | Sole | 2025-02-26 |
| 2023-12-31 | $333,831 | 22,300 | Shares | Sole | 2025-02-26 |
| 2023-09-30 | $301,822 | 24,088 | Shares | Sole | 2025-03-04 |
| 2023-06-30 | $356,261 | 24,088 | Shares | Sole | 2025-02-26 |
| 2023-03-31 | $364,252 | 26,018 | Shares | Sole | 2025-02-26 |
| 2022-12-31 | $310,315 | 18,705 | Shares | Sole | 2025-05-05 |
| 2022-09-30 | $301,150 | 18,705 | Shares | Sole | 2025-05-05 |
| 2022-06-30 | $246,906 | 18,705 | Shares | Sole | 2025-05-05 |
| 2022-03-31 | $324,905 | 18,705 | Shares | Sole | 2025-05-05 |
| 2021-12-31 | $316,649 | 20,575 | Shares | Sole | 2025-05-05 |
| 2021-09-30 | $211,664 | 14,885 | Shares | Sole | 2025-05-05 |
| 2021-06-30 | $186,211 | 14,885 | Shares | Sole | 2025-05-05 |