Center for Financial Planning, Inc.

Position in DOCS — Doximity, Inc.

CIK 1803557 SOUTHFIED, MI

Position in DOCS

as of Mar 31, 2026 · filed May 4, 2026 Compact

Position Value

$11,184

New position

Shares Held

480

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Mar 31, 2026

Center for Financial Planning, Inc. holds $51,097 across 4 Health Information Services names. DOCS ranks #3 (21.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CCLD	CareCloud, Inc.	5,390	$19,673
2	GDRX	GoodRx Holdings, Inc.	7,000	$13,720
3	DOCS	Doximity, Inc. This page	480	$11,184
4	HTFL	Heartflow, Inc.	268	$6,520

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$11,184	480	—	Shares	Sole	2026-05-04
No filing history on record for this holder in this stock.