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ASSET PLANNING CORPORATION: FNDX position timeline

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

ASSET PLANNING CORPORATION held 43,112 FNDX 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 43,112 shares
    Change vs previous 13F -902 shares

    0.54% of the 13F portfolio, value $1,133,841.

    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 44,014 shares
    Change vs previous 13F -11,564 shares

    0.57% of the 13F portfolio, value $1,080,102.

    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 55,578 shares
    Change vs previous 13F -193 shares

    0.77% of the 13F portfolio, value $1,312,205.

    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 55,771 shares
    Change vs previous 13F +35,449 shares

    0.83% of the 13F portfolio, value $1,320,660.

    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 20,322 shares
    Change vs previous 13F +37 shares

    0.95% of the 13F portfolio, value $1,458,321.

    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 20,285 shares
    Change vs previous 13F -3,987 shares

    1.02% of the 13F portfolio, value $1,358,714.

    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 24,272 shares
    Change vs previous 13F -1,637 shares

    1.19% of the 13F portfolio, value $1,635,705.

    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 25,909 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $1,604,802.

    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).