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Center for Financial Planning, Inc. → HTFL

Center for Financial Planning, Inc. HTFL Position History

Heartflow, Inc. • Healthcare

Quarters held
4
Latest value
$13K
Q3 2026
Peak value
$13K
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$8K
Q1 2026$7K
Q2 2026$8K
Q3 2026$13K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$13K268——
Q2 2026$8K268——
Q1 2026$7K268——
Q4 2025$8K268——

Other funds holding HTFL

Other Center for Financial Planning, Inc. positions

VGES

VANGUARD INDEX FDS

$386.2M
VGES

VANGUARD INDEX FDS

$376.9M
VGES

VANGUARD INDEX FDS

$339.5M
VGES

VANGUARD INDEX FDS

$329.4M
VGES

VANGUARD INDEX FDS

$325.2M
ETHA

ISHARES TR

$107.3M
ETHA

ISHARES TR

$106.2M
ETHA

ISHARES TR

$104.5M