Center for Financial Planning, Inc.
Position in CHPT — ChargePoint Holdings, Inc.
CIK 1803557
SOUTHFIED, MI
Position in CHPT
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$9,720
-$3,560 QoQ
Shares Held
2,000
0.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in CHPT Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Mar 31, 2026Center for Financial Planning, Inc. holds $287,140 across 4 Specialty Retail names. CHPT ranks #2 (3.4% of the industry book) .
All Filings in CHPT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,720 | 2,000 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $13,280 | 2,000 | Shares | Sole | 2026-02-05 | |
| No filing history on record for this holder in this stock. | ||||||