Position in STLA
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$97
-$23 QoQ
Shares Held
17
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#389
of 396 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in STLA Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026Center for Financial Planning, Inc. holds $1,987,071 across 9 Auto Manufacturers names. STLA ranks #8 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
|
2,772 | $1,165,903 | |
| 2 | F |
Ford Motor Co
|
53,907 | $749,307 | |
| 3 | RIVN |
Rivian Automotive, Inc. / DE
|
1,305 | $22,641 | |
| 4 | GM |
General Motors Co
|
284 | $21,890 | |
| 5 | TM |
Toyota Motor Corp/
|
100 | $16,842 | |
| 6 | NIO |
NIO Inc.
|
1,975 | $9,993 | |
| 7 | RACE |
Ferrari N.V.
|
1 | $372 | |
| 8 | STLA |
Stellantis N.V.
This page
|
17 | $97 |
All Filings in STLA
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $97 | 17 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $120 | 17 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $185 | 17 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $158 | 17 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $170 | 17 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $190 | 17 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $221 | 17 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $238 | 17 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $337 | 17 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $481 | 17 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $396 | 17 | Shares | Sole | 2024-01-29 | |
| 2022-06-30 | $8,652 | 700 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $11,389 | 700 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $13,132 | 700 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $13,370 | 700 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $13,797 | 700 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $12,453 | 700 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 FCAU | — | 700 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 FCAU | — | 700 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 FCAU | — | 700 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 FCAU | — | 700 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||