Portillos shares owned by Center for Financial Planning
Quarter-by-quarter ownership of Portillos (PTLO) shares owned by Center for Financial Planning
from 13F filings
Historical chart of Center for Financial Planning investment in Portillos
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Quarterly reported holdings in Portillos by Center for Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $2.0k | 382 | 5.29 |
| 2025-12-31 | $1.7k | 382 | 4.54 |
| 2025-09-30 | $2.5k | 382 | 6.45 |
| 2025-06-30 | $4.5k | 382 | 11.67 |
| 2025-03-31 | $4.5k | 382 | 11.89 |
| 2024-12-31 | $3.6k | 382 | 9.40 |
| 2024-09-30 | $5.1k | 382 | 13.47 |
| 2024-06-30 | $3.7k | 382 | 9.72 |
More positions owned by Center for Financial Planning
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