Position in CE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,726
New position
Shares Held
81
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#393
of 458 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Chemicals
Basic Materials · as of Jun 30, 2026ACTION POINT FINANCIAL PLANNING, LLC holds $130,099 across 5 Chemicals names. CE ranks #3 (2.9% of the industry book) .
All Filings in CE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,726 | 81 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||