Position in SOLV
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$51,613
+$7,928 QoQ
Shares Held
669
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#563
of 868 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SOLV Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Center for Financial Planning, Inc. holds $338,146 across 5 Medical Instruments & Supplies names. SOLV ranks #3 (15.3% of the industry book) .
All Filings in SOLV
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $51,613 | 669 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $43,685 | 669 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $53,011 | 669 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $48,837 | 669 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $50,736 | 669 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $50,870 | 669 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $45,515 | 689 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $48,037 | 689 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $106,553 | 2,015 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||