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Disclosery

ASSET PLANNING CORPORATION: DFNM position timeline

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

ASSET PLANNING CORPORATION held 215,251 DFNM 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 215,251 shares
    Change vs previous 13F -2,435 shares

    4.9% of the 13F portfolio, value $10,327,748.

    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 217,686 shares
    Change vs previous 13F -55,127 shares

    5.49% of the 13F portfolio, value $10,324,870.

    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 272,813 shares
    Change vs previous 13F +17,856 shares

    7.65% of the 13F portfolio, value $12,977,714.

    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 254,957 shares
    Change vs previous 13F +11,956 shares

    7.63% of the 13F portfolio, value $12,179,272.

    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 243,001 shares
    Change vs previous 13F -448 shares

    7.7% of the 13F portfolio, value $11,795,289.

    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 243,449 shares
    Change vs previous 13F -7,212 shares

    8.7% of the 13F portfolio, value $11,629,543.

    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 250,661 shares
    Change vs previous 13F +3,534 shares

    8.8% of the 13F portfolio, value $12,054,269.

    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 247,127 shares
    Change vs previous 13F not available

    9.26% of the 13F portfolio, value $11,988,138.

    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).