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Smartsheet shares owned by Center for Financial Planning

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

Historical chart of Center for Financial Planning investment in Smartsheet

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All positions including Smartsheet 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 Smartsheet by Center for Financial Planning

Quarter filed Position value Share count Share price at filing
2024-12-31 $80k 1.4k 56.03
2024-09-30 $79k 1.4k 55.36
2024-06-30 $63k 1.4k 44.08
2024-03-31 $55k 1.4k 38.50
2023-12-31 $69k 1.4k 47.82
2023-09-30 $58k 1.4k 40.46
2023-06-30 $55k 1.4k 38.26
2023-03-31 $69k 1.4k 47.80

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 Smartsheet

Huntington National Bank

View all funds holding Smartsheet