Center for Financial Planning, Inc.
Position in DJT — Trump Media & Technology Group Corp.
CIK 1803557
SOUTHFIED, MI
Position in DJT
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$114,590
-$22,800 QoQ
Shares Held
14,805
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#122
of 326 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DJT Over Time
Shares Held
Position Value (USD)
Position in Internet Content & Information
Communication Services · as of Jun 30, 2026Center for Financial Planning, Inc. holds $2,902,879 across 8 Internet Content & Information names. DJT ranks #4 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GOOGL |
Alphabet Inc.
|
5,024 | $1,795,426 | |
| 2 | META |
Meta Platforms, Inc.
|
1,257 | $708,055 | |
| 3 | RDDT |
Reddit, Inc.
|
1,087 | $188,681 | |
| 4 | DJT |
Trump Media & Technology Group Corp.
This page
|
14,805 | $114,590 | |
| 5 | BILI |
Bilibili Inc.
|
4,338 | $73,876 | |
| 6 | SPOT |
Spotify Technology S.A.
|
22 | $10,100 | |
| 7 | NBIS |
Nebius Group N.V.
|
35 | $9,665 | |
| 8 | SNAP |
Snap Inc
|
560 | $2,486 |
All Filings in DJT
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $114,590 | 14,805 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $137,390 | 14,805 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $196,018 | 14,805 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $152,706 | 9,300 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $169,377 | 9,389 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $183,461 | 9,389 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $320,164 | 9,389 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $51,247 | 3,189 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $6,189 | 189 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $5,204 | 84 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,470 | 84 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,379 | 84 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,055 | 84 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,180 | 84 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,260 | 84 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $1,412 | 84 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $2,029 | 84 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $5,418 | 84 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $4,320 | 84 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||