Position in HTFL
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$7,863
+$1,343 QoQ
Shares Held
268
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#171
of 193 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HTFL 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. HTFL ranks #4 (15.9% of the industry book) .
All Filings in HTFL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,863 | 268 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $6,520 | 268 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $7,812 | 268 | Shares | Sole | 2026-02-05 | |
| No filing history on record for this holder in this stock. | ||||||