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Orchid Is Cap shares owned by Center for Financial Planning

Quarter-by-quarter ownership of Orchid Is Cap (ORC) shares owned by Center for Financial Planning from 13F filings

Historical chart of Center for Financial Planning investment in Orchid Is Cap

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

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Quarterly reported holdings in Orchid Is Cap by Center for Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $701 100 7.01
2025-06-30 $701 100 7.01
2025-03-31 $752 100 7.52
2024-12-31 $778 100 7.78
2024-09-30 $822 100 8.22

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 Orchid Is Cap

BlackRock
Vanguard Group
Mirae Asset Global Etfs Holdings
Invesco
Geode Capital Management
State Street Corporation
Van Eck Associates Corp.
Two Sigma Investments
Millennium Management
Charles Schwab Investment Management
Northern Trust
Ameriprise Financial
Morgan Stanley
UBS Group
Goldman Sachs Group

View all funds holding Orchid Is Cap