Skip to content
Disclosery

ASSET PLANNING CORPORATION: DFCF position timeline

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

ASSET PLANNING CORPORATION held 675,275 DFCF 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 675,275 shares
    Change vs previous 13F +28,160 shares

    13.7% of the 13F portfolio, value $28,874,740.

    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 647,115 shares
    Change vs previous 13F +83,866 shares

    14.55% of the 13F portfolio, value $27,347,096.

    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 563,249 shares
    Change vs previous 13F +11,076 shares

    13.96% of the 13F portfolio, value $23,690,266.

    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 552,173 shares
    Change vs previous 13F +112,835 shares

    14.27% of the 13F portfolio, value $22,788,178.

    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 439,338 shares
    Change vs previous 13F +165,065 shares

    12.38% of the 13F portfolio, value $18,975,004.

    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 274,273 shares
    Change vs previous 13F +16,980 shares

    8.52% of the 13F portfolio, value $11,393,282.

    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 257,293 shares
    Change vs previous 13F +69,727 shares

    7.88% of the 13F portfolio, value $10,793,448.

    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 187,566 shares
    Change vs previous 13F not available

    6.14% of the 13F portfolio, value $7,952,816.

    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).