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ASSET PLANNING CORPORATION: EFA position timeline

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

ASSET PLANNING CORPORATION held 32,864 EFA 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 32,864 shares
    Change vs previous 13F -247 shares

    1.46% of the 13F portfolio, value $3,068,536.

    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 33,111 shares
    Change vs previous 13F -383 shares

    1.57% of the 13F portfolio, value $2,959,820.

    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 33,494 shares
    Change vs previous 13F -125 shares

    1.61% of the 13F portfolio, value $2,737,433.

    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 33,619 shares
    Change vs previous 13F +209 shares

    1.59% of the 13F portfolio, value $2,541,903.

    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 33,410 shares
    Change vs previous 13F -10,810 shares

    1.82% of the 13F portfolio, value $2,794,048.

    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 44,220 shares
    Change vs previous 13F -1,591 shares

    2.59% of the 13F portfolio, value $3,463,728.

    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 45,811 shares
    Change vs previous 13F -1,973 shares

    2.67% of the 13F portfolio, value $3,658,480.

    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 47,784 shares
    Change vs previous 13F not available

    2.78% of the 13F portfolio, value $3,600,501.

    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).