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ASSET PLANNING CORPORATION: IVV position timeline

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

ASSET PLANNING CORPORATION held 8,053 IVV 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 8,053 shares
    Change vs previous 13F -30 shares

    2.56% of the 13F portfolio, value $5,390,023.

    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 8,083 shares
    Change vs previous 13F -64 shares

    2.67% of the 13F portfolio, value $5,018,762.

    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 8,147 shares
    Change vs previous 13F +125 shares

    2.7% of the 13F portfolio, value $4,577,887.

    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 8,022 shares
    Change vs previous 13F +2 shares

    2.96% of the 13F portfolio, value $4,722,584.

    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 8,020 shares
    Change vs previous 13F +86 shares

    3.02% of the 13F portfolio, value $4,626,193.

    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 7,934 shares
    Change vs previous 13F -245 shares

    3.25% of the 13F portfolio, value $4,341,865.

    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 8,179 shares
    Change vs previous 13F +7 shares

    3.14% of the 13F portfolio, value $4,299,912.

    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 8,172 shares
    Change vs previous 13F not available

    3.01% of the 13F portfolio, value $3,903,069.

    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).