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ASSET PLANNING CORPORATION: IVOO position timeline

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

ASSET PLANNING CORPORATION held 77,674 IVOO 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 77,674 shares
    Change vs previous 13F +889 shares

    4.07% of the 13F portfolio, value $8,573,630.

    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 76,785 shares
    Change vs previous 13F +16,495 shares

    4.29% of the 13F portfolio, value $8,060,896.

    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 60,290 shares
    Change vs previous 13F +1,828 shares

    3.51% of the 13F portfolio, value $5,950,660.

    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 58,462 shares
    Change vs previous 13F +5,274 shares

    3.86% of the 13F portfolio, value $6,167,765.

    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 53,188 shares
    Change vs previous 13F +1,165 shares

    3.67% of the 13F portfolio, value $5,618,213.

    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 52,023 shares
    Change vs previous 13F +3,663 shares

    3.86% of the 13F portfolio, value $5,155,973.

    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 48,360 shares
    Change vs previous 13F not available

    3.64% of the 13F portfolio, value $4,981,587.

    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).