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Disclosery

ASSET PLANNING CORPORATION: ACWV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ASSET PLANNING CORPORATION on ACWV, newest first. How the timeline and the estimate are built.

ASSET PLANNING CORPORATION held 2,372 ACWV shares at 2025-09-30 per its 13F-HR filed 2025-11-06.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 2,372 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $284,450.

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

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-06-30
    13F 2,372 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $281,248.

    13F-HR 0001951757-25-000944 filed by ASSET PLANNING CORPORATION
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-03-31
    13F 2,372 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $276,030.

    13F-HR 0001951757-25-000534 filed by ASSET PLANNING CORPORATION
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-12-31
    13F 2,372 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $259,022.

    13F-HR 0001951757-25-000119 filed by ASSET PLANNING CORPORATION
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-09-30
    13F 2,372 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $271,665.

    13F-HR 0001951757-24-001080 filed by ASSET PLANNING CORPORATION
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-06-30
    13F 2,372 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $248,206.

    13F-HR 0001951757-24-000579 filed by ASSET PLANNING CORPORATION
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-03-31
    13F 2,372 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $249,700.

    13F-HR 0001951757-24-000386 filed by ASSET PLANNING CORPORATION
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-12-31
    13F 2,372 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $238,031.

    13F-HR 0001951757-24-000072 filed by ASSET PLANNING CORPORATION
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).