Position in DOCS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$9,955
-$1,229 QoQ
Shares Held
480
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#273
of 357 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DOCS Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026Center for Financial Planning, Inc. holds $49,404 across 4 Health Information Services names. DOCS ranks #3 (20.2% of the industry book) .
All Filings in DOCS
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,955 | 480 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $11,184 | 480 | Shares | Sole | 2026-05-04 | |
| No filing history on record for this holder in this stock. | ||||||