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Disclosery

ASSET PLANNING CORPORATION: DFUV position timeline

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

ASSET PLANNING CORPORATION held 28,520 DFUV 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 28,520 shares
    Change vs previous 13F -636 shares

    0.6% of the 13F portfolio, value $1,274,544.

    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 29,156 shares
    Change vs previous 13F -4,541 shares

    0.66% of the 13F portfolio, value $1,232,716.

    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 33,697 shares
    Change vs previous 13F -784 shares

    0.82% of the 13F portfolio, value $1,388,640.

    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 34,481 shares
    Change vs previous 13F -382 shares

    0.88% of the 13F portfolio, value $1,410,943.

    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 34,863 shares
    Change vs previous 13F +18 shares

    0.95% of the 13F portfolio, value $1,453,447.

    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 34,845 shares
    Change vs previous 13F -2,114 shares

    1.02% of the 13F portfolio, value $1,368,380.

    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 36,959 shares
    Change vs previous 13F -6,784 shares

    1.1% of the 13F portfolio, value $1,511,606.

    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 43,743 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $1,628,118.

    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).