Consolidated Planning Corp
- SEC CIK
- 0001805250
- Latest filing
- Jul 24, 2026
PII holding history
Polaris Inc. in every 13F filed by Consolidated Planning Corp, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
PII overviewAll 13F holders of PIIFull Q2 2026 holdings
- Shares (Q2 2026)
- 32,185
- Value
- $2.20M
- % of portfolio
- 0.3%
- Quarters held
- 5
- Since Q3 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 32,185 | $2.20M | 0.3% | +416+1.3% | Added | Holders |
| Q1 2026 | 31,769 | $1.73M | 0.3% | +31,769 | New | Holders |
| Q1 2025 | 0 | $0 | 0.0% | −4,070−100.0% | Sold out | Holders |
| Q4 2024 | 4,070 | $234.5K | <0.1% | +4,070 | New | Holders |
| Q3 2024 | 0 | $0 | 0.0% | −2,631−100.0% | Sold out | Holders |
| Q2 2024 | 2,631 | $206.0K | <0.1% | +2,631 | New | Holders |
| Q4 2021 | 0 | $0 | 0.0% | −2−100.0% | Sold out | Holders |
| Q3 2021 | 2 | $0 | 0.0% | +2 | New | Holders |