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Disclosery

ASSET PLANNING CORPORATION: DFSI position timeline

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

ASSET PLANNING CORPORATION held 7,400 DFSI 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 7,400 shares
    Change vs previous 13F +1 shares

    0.14% of the 13F portfolio, value $303,038.

    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 7,399 shares
    Change vs previous 13F -28,354 shares

    0.16% of the 13F portfolio, value $291,590.

    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 35,753 shares
    Change vs previous 13F +14,437 shares

    0.74% of the 13F portfolio, value $1,247,418.

    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 21,316 shares
    Change vs previous 13F +108 shares

    0.44% of the 13F portfolio, value $700,214.

    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 21,208 shares
    Change vs previous 13F +3,057 shares

    0.49% of the 13F portfolio, value $757,868.

    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 18,151 shares
    Change vs previous 13F +3,111 shares

    0.45% of the 13F portfolio, value $597,888.

    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 15,040 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $506,399.

    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).