Position in STE
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$13,476
-$199,251 QoQ
Shares Held
64
-93.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#708
of 822 holders
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in STE Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026Center for Financial Planning, Inc. holds $4,301,239 across 12 Medical Devices names. STE ranks #9 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
20,320 | $1,843,836 | |
| 2 | SYK |
Stryker Corp
|
5,070 | $1,596,238 | |
| 3 | EW |
Edwards Lifesciences Corp
|
3,816 | $345,195 | |
| 4 | DXCM |
Dexcom Inc
|
3,825 | $257,613 | |
| 5 | MDT |
Medtronic plc
|
1,321 | $103,341 | |
| 6 | PRCT |
PROCEPT BioRobotics Corp
|
3,732 | $84,268 | |
| 7 | AXGN |
Axogen, Inc.
|
500 | $23,095 | |
| 8 | GEHC |
GE HealthCare Technologies Inc.
|
309 | $19,779 |
All Filings in STE
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,476 | 64 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $212,727 | 962 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $243,886 | 962 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $244,223 | 987 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $237,097 | 987 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $223,703 | 987 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $198,776 | 967 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $234,536 | 967 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $212,295 | 967 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $215,377 | 958 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $203,361 | 925 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $202,963 | 925 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $151,861 | 675 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $129,114 | 675 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $124,665 | 675 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $112,239 | 675 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $139,151 | 675 | Shares | Sole | 2022-08-12 | |
| 2020-03-31 | $19,455 | 139 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||