Position in CI
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$47,416
+$1,535 QoQ
Shares Held
172
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,453
of 1,682 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Center for Financial Planning, Inc. holds $580,201 across 5 Healthcare Plans names. CI ranks #4 (8.2% of the industry book) .
All Filings in CI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $47,416 | 172 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $45,881 | 172 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $47,339 | 172 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $49,579 | 172 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $56,859 | 172 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $56,588 | 172 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $47,496 | 172 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $49,540 | 143 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $47,271 | 143 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $51,936 | 143 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $29,645 | 99 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $28,320 | 99 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $27,779 | 99 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $25,297 | 99 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $32,802 | 99 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $27,469 | 99 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $26,088 | 99 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $38,577 | 161 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $49,140 | 214 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $19,815 | 99 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $23,469 | 99 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $23,932 | 99 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $20,609 | 99 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $16,771 | 99 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $18,577 | 99 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $24,805 | 140 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||