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Disclosery

ASSET PLANNING CORPORATION: O position timeline

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

ASSET PLANNING CORPORATION held 30,467 O 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 30,467 shares
    Change vs previous 13F -377 shares

    0.88% of the 13F portfolio, value $1,852,071.

    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 30,844 shares
    Change vs previous 13F -324 shares

    0.95% of the 13F portfolio, value $1,776,942.

    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 31,168 shares
    Change vs previous 13F -334 shares

    1.07% of the 13F portfolio, value $1,808,043.

    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 31,502 shares
    Change vs previous 13F -495 shares

    1.05% of the 13F portfolio, value $1,682,510.

    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 31,997 shares
    Change vs previous 13F +102 shares

    1.32% of the 13F portfolio, value $2,029,273.

    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 31,895 shares
    Change vs previous 13F -1,670 shares

    1.26% of the 13F portfolio, value $1,684,703.

    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 33,565 shares
    Change vs previous 13F +397 shares

    1.33% of the 13F portfolio, value $1,815,873.

    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 33,168 shares
    Change vs previous 13F not available

    1.47% of the 13F portfolio, value $1,904,517.

    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).