Position in COHR
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$157,788
+$38,683 QoQ
Shares Held
400
-20.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,088
of 1,295 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in COHR Over Time
Shares Held
Position Value (USD)
Position in Scientific & Technical Instruments
Technology · as of Jun 30, 2026Center for Financial Planning, Inc. holds $200,846 across 2 Scientific & Technical Instruments names. COHR ranks #1 (78.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COHR |
Coherent Corp.
This page
|
400 | $157,788 | |
| 2 | KEYS |
Keysight Technologies, Inc.
|
123 | $43,058 |
All Filings in COHR
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $157,788 | 400 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $119,105 | 500 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $92,285 | 500 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $53,860 | 500 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $44,605 | 500 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $32,470 | 500 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $47,365 | 500 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $44,455 | 500 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $36,230 | 500 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $30,310 | 500 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $21,765 | 500 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $32,640 | 1,000 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $50,980 | 1,000 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $38,080 | 1,000 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $35,100 | 1,000 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $34,850 | 1,000 | Shares | Sole | 2022-10-14 | |
| No filing history on record for this holder in this stock. | ||||||