Center for Financial Planning, Inc.
Position in PENN — PENN Entertainment, Inc.
CIK 1803557
SOUTHFIED, MI
Position in PENN
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,563
+$2,263 QoQ
Shares Held
120
+500.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#319
of 378 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PENN Over Time
Shares Held
Position Value (USD)
Position in Resorts & Casinos
Consumer Cyclical · as of Jun 30, 2026Center for Financial Planning, Inc. holds $69,076 across 2 Resorts & Casinos names. PENN ranks #2 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LVS |
Las Vegas Sands Corp
|
1,440 | $66,513 | |
| 2 | PENN |
PENN Entertainment, Inc.
This page
|
120 | $2,563 |
All Filings in PENN
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,563 | 120 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $300 | 20 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $295 | 20 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $385 | 20 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $357 | 20 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $326 | 20 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $396 | 20 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $377 | 20 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $387 | 20 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $364 | 20 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $520 | 20 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $459 | 20 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $480 | 20 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $593 | 20 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $594 | 20 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $550 | 20 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $608 | 20 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $848 | 20 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $1,037 | 20 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,449 | 20 | Shares | Sole | 2021-11-17 | |
| No filing history on record for this holder in this stock. | ||||||