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ASSET PLANNING CORPORATION

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13F filer, CIK 7773, KNOXVILLE, TN

ASSET PLANNING CORPORATION reported $210,831,737 across 48 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-06. Its ten largest share positions make up 70.27% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001951757-25-001276

Period
2025-09-30
Reported value
$211M
Holdings
48
Top 10 weight
70.27%
New
5
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VBILnew+72,582$5.49M
VCITadded+26,448$2.22M
DFCFadded+28,160$1.2M
DFAIadded+29,885$1.09M
SCHOadded+28,164$687K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
DFNMreduced-2,435-$117K
VBreduced-327-$83.2K
VOOreduced-62-$38K
DFUVreduced-636-$28.4K
FNDXreduced-902-$23.7K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0001951757-25-001276, largest first. % of portfolio is the value over $210,831,737, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
DFCFDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 187,566 shares; 2024Q1: 257,293 shares; 2024Q2: 274,273 shares; 2024Q3: 439,338 shares; 2024Q4: 552,173 shares; 2025Q1: 563,249 shares; 2025Q2: 647,115 shares; 2025Q3: 675,275 shares 675,275$28.9M13.7%+28,160Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 29,232 shares; 2024Q1: 28,656 shares; 2024Q2: 37,069 shares; 2024Q3: 37,739 shares; 2024Q4: 38,643 shares; 2025Q1: 38,739 shares; 2025Q2: 41,113 shares; 2025Q3: 41,838 shares 41,838$21M9.98%+725Timeline
DFAIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 355,471 shares; 2024Q4: 406,635 shares; 2025Q1: 420,290 shares; 2025Q2: 477,625 shares; 2025Q3: 507,510 shares 507,510$18.4M8.75%+29,885Timeline
DUHPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 464,628 shares; 2025Q3: 476,750 shares 476,750$18M8.54%+12,122Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 9,762 shares; 2024Q4: 38,186 shares; 2025Q1: 72,265 shares; 2025Q2: 130,612 shares; 2025Q3: 157,060 shares 157,060$13.2M6.27%+26,448Timeline
VIOVVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 99,003 shares; 2024Q1: 101,440 shares; 2024Q2: 98,971 shares; 2024Q3: 99,073 shares; 2024Q4: 100,969 shares; 2025Q1: 107,862 shares; 2025Q2: 123,949 shares; 2025Q3: 126,165 shares 126,165$12M5.7%+2,216Timeline
DFNMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 247,127 shares; 2024Q1: 250,661 shares; 2024Q2: 243,449 shares; 2024Q3: 243,001 shares; 2024Q4: 254,957 shares; 2025Q1: 272,813 shares; 2025Q2: 217,686 shares; 2025Q3: 215,251 shares 215,251$10.3M4.9%-2,435Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 12,916 shares; 2024Q1: 13,071 shares; 2024Q2: 12,165 shares; 2024Q3: 12,193 shares; 2024Q4: 14,466 shares; 2025Q1: 15,273 shares; 2025Q2: 16,184 shares; 2025Q3: 16,122 shares 16,122$9.87M4.68%-62Timeline
IVOOVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 48,360 shares; 2024Q2: 52,023 shares; 2024Q3: 53,188 shares; 2024Q4: 58,462 shares; 2025Q1: 60,290 shares; 2025Q2: 76,785 shares; 2025Q3: 77,674 shares 77,674$8.57M4.07%+889Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 55,504 shares; 2024Q1: 52,067 shares; 2024Q2: 40,698 shares; 2024Q3: 41,576 shares; 2024Q4: 44,580 shares; 2025Q1: 45,565 shares; 2025Q2: 41,360 shares; 2025Q3: 41,780 shares 41,780$7.79M3.7%+420Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 311,835 shares; 2024Q1: 314,655 shares; 2024Q2: 319,101 shares; 2024Q3: 137,329 shares; 2024Q4: 137,849 shares; 2025Q1: 132,602 shares; 2025Q2: 125,442 shares; 2025Q3: 125,611 shares 125,611$7.53M3.57%+169Timeline
SCHOSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 21,617 shares; 2024Q1: 21,727 shares; 2024Q2: 19,479 shares; 2024Q3: 13,569 shares; 2024Q4: 214,371 shares; 2025Q1: 237,829 shares; 2025Q2: 265,854 shares; 2025Q3: 294,018 shares 294,018$7.17M3.4%+28,164Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 49,723 shares; 2024Q1: 25,613 shares; 2024Q2: 23,212 shares; 2024Q3: 23,019 shares; 2024Q4: 22,061 shares; 2025Q1: 22,746 shares; 2025Q2: 22,428 shares; 2025Q3: 22,101 shares 22,101$5.62M2.67%-327Timeline
VBILVANGUARD INSTL INDEX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 72,582 shares 72,582$5.49M2.6%newTimeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 8,172 shares; 2024Q1: 8,179 shares; 2024Q2: 7,934 shares; 2024Q3: 8,020 shares; 2024Q4: 8,022 shares; 2025Q1: 8,147 shares; 2025Q2: 8,083 shares; 2025Q3: 8,053 shares 8,053$5.39M2.56%-30Timeline
DFARDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 336,811 shares; 2024Q1: 334,731 shares; 2024Q2: 334,373 shares; 2024Q3: 327,661 shares; 2024Q4: 224,038 shares; 2025Q1: 216,847 shares; 2025Q2: 216,916 shares; 2025Q3: 223,428 shares 223,428$5.33M2.53%+6,512Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 47,784 shares; 2024Q1: 45,811 shares; 2024Q2: 44,220 shares; 2024Q3: 33,410 shares; 2024Q4: 33,619 shares; 2025Q1: 33,494 shares; 2025Q2: 33,111 shares; 2025Q3: 32,864 shares 32,864$3.07M1.46%-247Timeline
DFEMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 33,068 shares; 2024Q1: 37,950 shares; 2024Q2: 40,502 shares; 2024Q3: 41,797 shares; 2024Q4: 48,941 shares; 2025Q1: 53,666 shares; 2025Q2: 62,949 shares; 2025Q3: 78,054 shares 78,054$2.5M1.19%+15,105Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 6,281 shares; 2024Q1: 6,269 shares; 2024Q2: 5,600 shares; 2024Q3: 5,459 shares; 2024Q4: 5,463 shares; 2025Q1: 5,467 shares; 2025Q2: 5,431 shares; 2025Q3: 5,897 shares 5,897$1.94M0.92%+466Timeline
OREALTY INCOME CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 33,168 shares; 2024Q1: 33,565 shares; 2024Q2: 31,895 shares; 2024Q3: 31,997 shares; 2024Q4: 31,502 shares; 2025Q1: 31,168 shares; 2025Q2: 30,844 shares; 2025Q3: 30,467 shares 30,467$1.85M0.88%-377Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 3,414 shares; 2024Q1: 3,455 shares; 2024Q2: 3,256 shares; 2024Q3: 3,257 shares; 2024Q4: 3,267 shares; 2025Q1: 3,179 shares; 2025Q2: 3,180 shares; 2025Q3: 3,421 shares 3,421$1.77M0.84%+241Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 6,135 shares; 2024Q1: 8,718 shares; 2024Q2: 6,149 shares; 2024Q3: 6,149 shares; 2024Q4: 6,349 shares; 2025Q1: 6,057 shares; 2025Q2: 6,058 shares; 2025Q3: 6,458 shares 6,458$1.64M0.78%+400Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,004 shares; 2024Q1: 2,007 shares; 2024Q2: 2,010 shares; 2024Q3: 2,012 shares; 2024Q4: 2,025 shares; 2025Q1: 2,222 shares; 2025Q2: 2,197 shares; 2025Q3: 2,199 shares 2,199$1.47M0.69%+2Timeline
DFUVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 43,743 shares; 2024Q1: 36,959 shares; 2024Q2: 34,845 shares; 2024Q3: 34,863 shares; 2024Q4: 34,481 shares; 2025Q1: 33,697 shares; 2025Q2: 29,156 shares; 2025Q3: 28,520 shares 28,520$1.27M0.6%-636Timeline
SLYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 14,544 shares; 2024Q1: 14,325 shares; 2024Q2: 14,344 shares; 2024Q3: 14,396 shares; 2024Q4: 14,471 shares; 2025Q1: 14,075 shares; 2025Q2: 14,011 shares; 2025Q3: 14,044 shares 14,044$1.25M0.59%+33Timeline
FNDXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 25,909 shares; 2024Q1: 24,272 shares; 2024Q2: 20,285 shares; 2024Q3: 20,322 shares; 2024Q4: 55,771 shares; 2025Q1: 55,578 shares; 2025Q2: 44,014 shares; 2025Q3: 43,112 shares 43,112$1.13M0.54%-902Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 7,704 shares; 2024Q1: 7,704 shares; 2024Q2: 7,704 shares; 2024Q3: 7,704 shares; 2024Q4: 7,707 shares; 2025Q1: 7,709 shares; 2025Q2: 7,712 shares; 2025Q3: 7,714 shares 7,714$870K0.41%+2Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 336 shares; 2024Q2: 3,362 shares; 2024Q3: 3,082 shares; 2024Q4: 2,942 shares; 2025Q1: 3,108 shares; 2025Q2: 3,203 shares; 2025Q3: 3,223 shares 3,223$601K0.29%+20Timeline
VTESVANGUARD WELLINGTON FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,133 shares; 2025Q3: 5,154 shares 5,154$525K0.25%+3,021Timeline
SOSOUTHERN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 7,400 shares; 2024Q3: 7,400 shares; 2024Q4: 7,235 shares; 2025Q1: 7,235 shares; 2025Q2: 5,390 shares; 2025Q3: 5,390 shares 5,390$511K0.24%0Timeline
SBRSABINE RTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,982 shares 5,982$475K0.23%newTimeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,090 shares; 2025Q2: 3,090 shares; 2025Q3: 3,090 shares 3,090$475K0.23%0Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 650 shares; 2024Q1: 651 shares; 2024Q2: 651 shares; 2024Q3: 684 shares; 2024Q4: 686 shares; 2025Q1: 774 shares; 2025Q2: 770 shares; 2025Q3: 770 shares 770$462K0.22%0Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 746 shares; 2024Q1: 746 shares; 2024Q2: 746 shares; 2024Q3: 746 shares; 2024Q4: 971 shares; 2025Q1: 966 shares; 2025Q2: 966 shares; 2025Q3: 966 shares 966$391K0.19%0Timeline
MDYSTATE STR SPDR S&P MIDCAP 40Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 523 shares; 2024Q1: 524 shares; 2024Q2: 524 shares; 2024Q3: 525 shares; 2024Q4: 525 shares; 2025Q1: 634 shares; 2025Q2: 635 shares; 2025Q3: 636 shares 636$379K0.18%+1Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 4,420 shares; 2024Q1: 6,173 shares; 2024Q2: 6,173 shares; 2024Q3: 6,173 shares; 2024Q4: 6,173 shares; 2025Q1: 6,133 shares; 2025Q2: 5,300 shares; 2025Q3: 5,300 shares 5,300$351K0.17%0Timeline
DFASDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 5,069 shares; 2024Q1: 5,069 shares; 2024Q2: 5,069 shares; 2024Q3: 5,069 shares; 2024Q4: 5,069 shares; 2025Q1: 5,069 shares; 2025Q2: 5,069 shares; 2025Q3: 5,069 shares 5,069$347K0.16%0Timeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 612 shares; 2024Q4: 612 shares; 2025Q1: 612 shares; 2025Q2: 612 shares; 2025Q3: 612 shares 612$306K0.14%0Timeline
DFSIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 15,040 shares; 2024Q2: 18,151 shares; 2024Q3: 21,208 shares; 2024Q4: 21,316 shares; 2025Q1: 35,753 shares; 2025Q2: 7,399 shares; 2025Q3: 7,400 shares 7,400$303K0.14%+1Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,600 shares 5,600$289K0.14%newTimeline
ACWVISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,372 shares; 2024Q1: 2,372 shares; 2024Q2: 2,372 shares; 2024Q3: 2,372 shares; 2024Q4: 2,372 shares; 2025Q1: 2,372 shares; 2025Q2: 2,372 shares; 2025Q3: 2,372 shares 2,372$284K0.13%0Timeline
NSCNORFOLK SOUTHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 884 shares; 2024Q1: 884 shares; 2024Q2: not reported; 2024Q3: 884 shares; 2024Q4: 890 shares; 2025Q1: 884 shares; 2025Q2: 884 shares; 2025Q3: 884 shares 884$266K0.13%0Timeline
DFATDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,362 shares 4,362$254K0.12%newTimeline
CATHGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 3,905 shares; 2024Q1: 3,905 shares; 2024Q2: not reported; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares 3,000$243K0.12%0Timeline
AMGNAMGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,208 shares; 2024Q1: 983 shares; 2024Q2: 758 shares; 2024Q3: 758 shares; 2024Q4: not reported; 2025Q1: 758 shares; 2025Q2: 758 shares; 2025Q3: 858 shares 858$242K0.11%+100Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,298 shares; 2025Q1: not reported; 2025Q2: 2,271 shares; 2025Q3: 2,271 shares 2,271$234K0.11%0Timeline
AIVIWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,697 shares; 2024Q4: not reported; 2025Q1: 4,697 shares; 2025Q2: 4,697 shares; 2025Q3: 4,697 shares 4,697$233K0.11%0Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 448 shares 448$215K0.1%newTimeline

How Q3 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001951757-25-001276 base2025-11-06acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001951757-25-001276 Quarter ended 2025-09-302025-11-06acceptance time not in the bulk data set
13F-HR 0001951757-25-000944 Quarter ended 2025-06-302025-07-23acceptance time not in the bulk data set
13F-HR 0001951757-25-000534 Quarter ended 2025-03-312025-05-12acceptance time not in the bulk data set
13F-HR 0001951757-25-000119 Quarter ended 2024-12-312025-01-24acceptance time not in the bulk data set
13F-HR 0001951757-24-001080 Quarter ended 2024-09-302024-10-21acceptance time not in the bulk data set
13F-HR 0001951757-24-000579 Quarter ended 2024-06-302024-07-31acceptance time not in the bulk data set
13F-HR 0001951757-24-000386 Quarter ended 2024-03-312024-04-29acceptance time not in the bulk data set
13F-HR 0001951757-24-000072 Quarter ended 2023-12-312024-01-18acceptance time not in the bulk data set
13F-HR 0001951757-23-000565 Quarter ended 2023-09-302023-10-16acceptance time not in the bulk data set
13F-HR 0001951757-23-000326 Quarter ended 2023-06-302023-07-12acceptance time not in the bulk data set
13F-HR 0001951757-23-000161 Quarter ended 2023-03-312023-04-14acceptance time not in the bulk data set
13F-HR 0001951757-23-000076 Quarter ended 2022-12-312023-01-27acceptance time not in the bulk data set
13F-HR 0001951757-22-000003 Quarter ended 2022-09-302022-10-31acceptance time not in the bulk data set
13F-HR 0000007773-22-000003 Quarter ended 2022-06-302022-07-27acceptance time not in the bulk data set
13F-HR 0000007773-22-000001 Quarter ended 2022-03-312022-05-13acceptance time not in the bulk data set
13F-HR 0000810672-22-000004 Quarter ended 2021-12-312022-02-08acceptance time not in the bulk data set
13F-HR 0000007773-21-000006 Quarter ended 2021-09-302021-11-16acceptance time not in the bulk data set
13F-HR 0000007773-21-000005 Quarter ended 2021-06-302021-08-16acceptance time not in the bulk data set
13F-HR 0000007773-21-000004 Quarter ended 2021-03-312021-05-17acceptance time not in the bulk data set
13F-HR 0000007773-21-000002 Quarter ended 2020-12-312021-02-16acceptance time not in the bulk data set