Position in CCLD
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$19,673
+$3,935 QoQ
Shares Held
5,390
0.0% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in CCLD Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026Center for Financial Planning, Inc. holds $51,097 across 4 Health Information Services names. CCLD ranks #1 (38.5% of the industry book) .
All Filings in CCLD
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||