Center for Financial Planning, Inc.
Position in CRSP — CRISPR Therapeutics AG
CIK 1803557
SOUTHFIED, MI
Position in CRSP
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$545
+$70 QoQ
Shares Held
10
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#489
of 519 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRSP Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026Center for Financial Planning, Inc. holds $31,192 across 7 Biotechnology names. CRSP ranks #5 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRNA |
Moderna, Inc.
|
210 | $14,706 | |
| 2 | ADMA |
Adma Biologics, Inc.
|
1,500 | $12,555 | |
| 3 | BEAM |
Beam Therapeutics Inc.
|
50 | $1,716 | |
| 4 | MNKD |
Mannkind Corp
|
354 | $1,508 | |
| 5 | CRSP |
CRISPR Therapeutics AG
This page
|
10 | $545 | |
| 6 | EDIT |
Editas Medicine, Inc.
|
50 | $162 | |
| 7 | IBO |
Impact Biomedical Inc.
|
0 | $0 |
All Filings in CRSP
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $545 | 10 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $475 | 10 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $524 | 10 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $648 | 10 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $486 | 10 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $340 | 10 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $393 | 10 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $469 | 10 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $540 | 10 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $681 | 10 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $626 | 10 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $453 | 10 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $561 | 10 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $452 | 10 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $406 | 10 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $653 | 10 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $607 | 10 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $627 | 10 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $757 | 10 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,119 | 10 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $1,618 | 10 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,218 | 10 | Shares | Sole | 2021-05-10 | |
| No filing history on record for this holder in this stock. | ||||||