Center for Financial Planning, Inc. STHO β€” STAR HLDGS

Ownership history in Center for Financial Planning, Inc.  Β·  2 quarters on record

AI Ownership Summary

Center for Financial Planning, Inc. reported STAR HLDGS (STHO) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. The latest visible filing shows STHO at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this STHO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Center for Financial Planning, Inc.'s position in STAR HLDGS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

STHO was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Center for Financial Planning, Inc. held STHO β€” position size vs. price
% of Fund (quarterly)    STHO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED β€” β€” β€” 17 β€” 0% 0.00% $129 2026-05-04 $8.24
2025 Q4 INITIATED β€” β€” β€” 17 β€” β€” 0.00% $140 2026-02-05 $7.89

FAQ About Center for Financial Planning, Inc. and STHO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Center for Financial Planning, Inc. reported owning STHO?

Center for Financial Planning, Inc. reported STHO across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported STHO position in Center for Financial Planning, Inc.'s portfolio?

The largest reported portfolio weight for STHO was 0.00% in 2025 Q4.

What is the latest reported STHO position on this page?

The most recent filing on this page is 2026 Q1, when Center for Financial Planning, Inc. reported 17 shares, equal to 0.00% of portfolio, with an estimated market value of $129.

What does the chart on this STHO ownership page compare?

The chart compares Center for Financial Planning, Inc.'s quarterly STHO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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