Center for Financial Planning, Inc.

Position in HTFL — Heartflow, Inc.

CIK 1803557 SOUTHFIED, MI

Position in HTFL

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

Position Value

$6,520

-$1,292 QoQ

Shares Held

268

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Healthcare · as of Mar 31, 2026

Center for Financial Planning, Inc. holds $51,097 across 4 Health Information Services names. HTFL ranks #4 (12.8% 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.	480	$11,184
4	HTFL	Heartflow, Inc. This page	268	$6,520

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$6,520	268	0.0%	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.