Position in SNOW
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,545
+$1,037 QoQ
Shares Held
10
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,396
of 1,453 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SNOW Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Center for Financial Planning, Inc. holds $2,685,558 across 14 Software - Application names. SNOW ranks #12 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
10,051 | $1,574,589 | |
| 2 | ADBE |
Adobe Inc.
|
2,371 | $486,102 | |
| 3 | UBER |
Uber Technologies, Inc
|
3,583 | $258,549 | |
| 4 | CDNS |
Cadence Design Systems Inc
|
397 | $149,002 | |
| 5 | INTU |
Intuit Inc.
|
283 | $73,863 | |
| 6 | ADP |
Automatic Data Processing Inc
|
205 | $45,909 | |
| 7 | ASAN |
Asana, Inc.
|
6,000 | $42,000 | |
| 8 | NOW |
ServiceNow, Inc.
|
265 | $26,309 |
All Filings in SNOW
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,545 | 10 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,508 | 10 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,193 | 10 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,255 | 10 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,237 | 10 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,461 | 10 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,544 | 10 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,148 | 10 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,350 | 10 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $1,616 | 10 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,990 | 10 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,527 | 10 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,759 | 10 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,542 | 10 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,435 | 10 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $1,699 | 10 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $1,390 | 10 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,291 | 10 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $3,387 | 10 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $3,024 | 10 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $2,418 | 10 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $2,292 | 10 | Shares | Sole | 2021-05-10 | |
| No filing history on record for this holder in this stock. | ||||||