Position in CLS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$123,302
-$36,410 QoQ
Shares Held
338
-40.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#741
of 868 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CLS Over Time
Shares Held
Position Value (USD)
Position in Electronic Components
Technology · as of Jun 30, 2026Center for Financial Planning, Inc. holds $643,216 across 5 Electronic Components names. CLS ranks #3 (19.2% of the industry book) .
All Filings in CLS
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $123,302 | 338 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $159,712 | 567 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $167,610 | 567 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $139,697 | 567 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $88,514 | 567 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $29,947 | 380 | Shares | Sole | 2025-04-22 | |
| No filing history on record for this holder in this stock. | ||||||