Position in CCLD
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$11,426
-$8,247 QoQ
Shares Held
5,390
0.0% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#56
of 65 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CCLD Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026Center for Financial Planning, Inc. holds $49,404 across 4 Health Information Services names. CCLD ranks #2 (23.1% of the industry book) .
All Filings in CCLD
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,426 | 5,390 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $19,673 | 5,390 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $15,738 | 5,390 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $17,301 | 5,390 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $12,720 | 5,390 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $7,492 | 5,390 | Shares | Sole | 2025-04-22 | |
| No filing history on record for this holder in this stock. | ||||||