Center for Financial Planning - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for Center for Financial Planning going back to Feb. 14, 2020
- Center for Financial Planning 2024 Q1 - filed April 25, 2024 - new!
- Center for Financial Planning 2023 Q4 - filed Jan. 29, 2024
- Center for Financial Planning 2023 Q3 - filed Oct. 24, 2023
- Center for Financial Planning 2023 Q2 - filed Aug. 9, 2023
- Center for Financial Planning 2023 Q1 - filed May 2, 2023
- Center for Financial Planning 2022 Q4 - filed Jan. 27, 2023
- Center for Financial Planning 2022 Q3 - filed Oct. 14, 2022
- Center for Financial Planning 2022 Q2 - filed Aug. 12, 2022
- Center for Financial Planning 2022 Q1 - filed May 3, 2022
- Center for Financial Planning 2021 Q4 - filed Feb. 8, 2022
- Center for Financial Planning 2021 Q3 restated - filed Nov. 17, 2021
- Center for Financial Planning 2021 Q3 - filed Oct. 27, 2021
- Center for Financial Planning 2021 Q2 - filed July 29, 2021
- Center for Financial Planning 2021 Q1 - filed May 10, 2021
- Center for Financial Planning 2020 Q4 - filed Feb. 9, 2021
- Center for Financial Planning 2020 Q3 - filed Nov. 12, 2020
- Center for Financial Planning 2020 Q2 - filed Aug. 6, 2020
- Center for Financial Planning 2020 Q1 - filed May 11, 2020
- Center for Financial Planning 2019 Q4 - filed Feb. 14, 2020