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Disclosery

ASSET PLANNING CORPORATION: DFAR position timeline

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

ASSET PLANNING CORPORATION held 223,428 DFAR 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 223,428 shares
    Change vs previous 13F +6,512 shares

    2.53% of the 13F portfolio, value $5,328,768.

    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 216,916 shares
    Change vs previous 13F +69 shares

    2.71% of the 13F portfolio, value $5,088,859.

    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 216,847 shares
    Change vs previous 13F -7,191 shares

    3.04% of the 13F portfolio, value $5,154,460.

    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 224,038 shares
    Change vs previous 13F -103,623 shares

    3.26% of the 13F portfolio, value $5,213,354.

    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 327,661 shares
    Change vs previous 13F -6,712 shares

    5.48% of the 13F portfolio, value $8,401,229.

    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 334,373 shares
    Change vs previous 13F -358 shares

    5.53% of the 13F portfolio, value $7,389,643.

    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 334,731 shares
    Change vs previous 13F -2,080 shares

    5.47% of the 13F portfolio, value $7,487,937.

    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 336,811 shares
    Change vs previous 13F not available

    5.92% of the 13F portfolio, value $7,659,076.

    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).