Center for Financial Planning’s DSS Inc DSS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1 | Hold |
1
| – | – | ﹤0.01% | 665 |
|
|
2026
Q1 | $1 | Hold |
1
| – | – | ﹤0.01% | 657 |
|
|
2025
Q4 | $1 | Hold |
1
| – | – | ﹤0.01% | 702 |
|
|
2025
Q3 | $2 | Hold |
1
| – | – | ﹤0.01% | 660 |
|
|
2025
Q2 | $1 | Hold |
1
| – | – | ﹤0.01% | 647 |
|
|
2025
Q1 | $1 | Hold |
1
| – | – | ﹤0.01% | 700 |
|
|
2024
Q4 | $1 | Hold |
1
| – | – | ﹤0.01% | 675 |
|
|
2024
Q3 | $2 | Hold |
1
| – | – | ﹤0.01% | 580 |
|
|
2024
Q2 | $2 | Hold |
1
| – | – | ﹤0.01% | 585 |
|
|
2024
Q1 | $2 | Buy |
+1
| New | +$2 | ﹤0.01% | 608 |
|
|
2023
Q4 | – | Hold |
0
| – | -$1 | – | 531 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 518 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 572 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 537 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 575 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 646 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 538 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 545 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 545 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 500 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 509 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 529 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 469 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 451 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 488 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 576 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 457 |
|
Other funds holding DSS
Center for Financial Planning's DSS Position: Q2 2026 in Review
Center for Financial Planning held its DSS Inc (DSS) position steady in Q2 2026 at 1 share worth $1. The position accounts for ﹤0.01% of the portfolio, ranked #665.
Center for Financial Planning first reported a position in DSS in Q1 2024 and has held it in 10 quarters since. The position peaked at $2 in Q3 2025. 4 funds tracked by Wall St. Rank hold DSS as of Q2 2026.
- Center for Financial Planning held 1 share of DSS Inc worth $1 as of Q2 2026.
- Center for Financial Planning left its DSS Inc share count unchanged in Q2 2026.
- DSS Inc made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #665 holding.
- Center for Financial Planning first reported a position in DSS Inc in Q1 2024 and has held it in 10 quarters since.
- Center for Financial Planning's DSS Inc position peaked at $2 in Q3 2025.
- 4 funds tracked by Wall St. Rank held DSS Inc as of Q2 2026.
Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.