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Center for Financial Planning, Inc.ETFConcentrated long-term

CIK: 0001803557 | SOUTHFIED, MI

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR836$1.1B2026-10-26SEC ↗
Q2 2026
13F-HR669$1.1B2026-07-21SEC ↗
Q1 2026
13F-HR663$958.0M2026-05-04SEC ↗
Q4 2025
13F-HR712$961.1M2026-02-05SEC ↗
Q3 2025
13F-HR662$935.6M2025-11-06SEC ↗
Q2 2025
13F-HR647$871.9M2025-08-04SEC ↗
Q1 2025
13F-HR700$782.6M2025-04-22SEC ↗
Q4 2024
13F-HR675$749.3M2025-01-30SEC ↗
Q3 2024
13F-HR580$737.0M2024-10-16SEC ↗
Q2 2024
13F-HR585$691.7M2024-07-18SEC ↗
Q1 2024
13F-HR608$669.0M2024-04-25SEC ↗
Q4 2023
13F-HR524$544.2M2024-01-29SEC ↗
Q3 2023
13F-HR518$462.9M2023-10-24SEC ↗
Q2 2023
13F-HR572$476.4M2023-08-09SEC ↗
Q1 2023
13F-HR543$433.6M2023-05-02SEC ↗
Q4 2022
13F-HR543$411.4M2023-01-27SEC ↗
Q3 2022
13F-HR665$9.5M2022-10-14SEC ↗
Q2 2022
13F-HR557$7.0M2022-08-12SEC ↗
Q1 2022
13F-HR555$6.3M2022-05-03SEC ↗
Q4 2021
13F-HR548$6.4M2022-02-08SEC ↗
Q3 2021Amended
13F-HR/A513$5.5M2021-10-27SEC ↗
Q2 2021
13F-HR508$5.5M2021-07-29SEC ↗
Q1 2021
13F-HR531$5.3M2021-05-10SEC ↗
Q4 2020
13F-HR476$4.7M2021-02-09SEC ↗
Q3 2020
13F-HR457$4.0M2020-11-12SEC ↗
Q2 2020
13F-HR464$4.5M2020-08-06SEC ↗
Q1 2020
13F-HR591$3.8M2020-05-11SEC ↗
Q4 2019
13F-HR472$6.6M2020-02-14SEC ↗