Center for Financial Planning »

Carecloud shares owned by Center for Financial Planning

Quarter-by-quarter ownership of Carecloud (CCLD) shares owned by Center for Financial Planning from 13F filings

Historical chart of Center for Financial Planning investment in Carecloud

Tip: Access up to 7 years of quarterly data

All positions including Carecloud held by Center for Financial Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Carecloud by Center for Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $17k 5.4k 3.21
2025-06-30 $13k 5.4k 2.36
2025-03-31 $7.5k 5.4k 1.39

More positions owned by Center for Financial Planning

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Microsoft Corporation (MSFT)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)

View all positions for Center for Financial Planning

Top funds holding Carecloud

Ameriprise Financial
Vanguard Group
Hillsdale Investment Management
Susquehanna International
Geode Capital Management
Bridgeway Capital Management
Citadel Advisors
Acadian Asset Management
Renaissance Technologies
Jane Street
Apollo Management Holdings
Marshall Wace
Morgan Stanley
BlackRock
Two Sigma Investments

View all funds holding Carecloud