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Disclosery

ASSET PLANNING CORPORATION: DFEM position timeline

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

ASSET PLANNING CORPORATION held 78,054 DFEM 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 78,054 shares
    Change vs previous 13F +15,105 shares

    1.19% of the 13F portfolio, value $2,503,206.

    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 62,949 shares
    Change vs previous 13F +9,283 shares

    0.99% of the 13F portfolio, value $1,868,331.

    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 53,666 shares
    Change vs previous 13F +4,725 shares

    0.84% of the 13F portfolio, value $1,420,005.

    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 48,941 shares
    Change vs previous 13F +7,144 shares

    0.8% of the 13F portfolio, value $1,281,761.

    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 41,797 shares
    Change vs previous 13F +1,295 shares

    0.77% of the 13F portfolio, value $1,176,582.

    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 40,502 shares
    Change vs previous 13F +2,552 shares

    0.81% of the 13F portfolio, value $1,082,628.

    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 37,950 shares
    Change vs previous 13F +4,882 shares

    0.71% of the 13F portfolio, value $967,347.

    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 33,068 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $825,379.

    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).