Financial Planners of Cleveland, Inc. 13F Portfolio & Position Changes
Financial Planners of Cleveland, Inc.
CIK: 0001890391
Long-term holder
Total reported value
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Reporting period: 2022-06-30 · Number of holdings: 1
Financial Planners of Cleveland, Inc. disclosed 1 holdings in its latest 13F filing for the period ending 2022-06-30, with total reported value of — and a quarterly turnover rate of 0.0%.
Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Recent moves
No holding changes this quarter
Holdings Map
Top 10 holdings by weight
Full holdings list this quarter
#
Ticker
Issuer
Asset Subclass
Weight
Weight Change
Shares Change
4Q Trend
1
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Ikena Oncology INC
Stock-Other
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Portfolio Performance
Not enough priced holdings yet to compute performance
Position changes disclosed by Financial Planners of Cleveland, Inc. for the quarter ending 2022-06-30, including ticker, issuer, weight change, shares change, and action
What is Financial Planners of Cleveland, Inc. and what type of investor is it?
Financial Planners of Cleveland, Inc. is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2022-06-30), the firm manages a tracked equity portfolio valued at approximately —, spread across 1 disclosed positions.
What are Financial Planners of Cleveland, Inc.'s largest equity positions?
Based on the latest 13F filing, Financial Planners of Cleveland, Inc.'s top holdings by market value are:
1. Ikena Oncology INC — $0.0
What changes did Financial Planners of Cleveland, Inc. make in its most recent portfolio filing?
No notable portfolio changes were recorded for Financial Planners of Cleveland, Inc. in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does Financial Planners of Cleveland, Inc. focus on?
Sector breakdown data is not yet available for Financial Planners of Cleveland, Inc.. Check back after the next 13F processing cycle.