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ASSET PLANNING CORPORATION: SLYV position timeline

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

ASSET PLANNING CORPORATION held 14,044 SLYV 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 14,044 shares
    Change vs previous 13F +33 shares

    0.59% of the 13F portfolio, value $1,245,001.

    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 14,011 shares
    Change vs previous 13F -64 shares

    0.59% of the 13F portfolio, value $1,117,500.

    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 14,075 shares
    Change vs previous 13F -396 shares

    0.65% of the 13F portfolio, value $1,103,467.

    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 14,471 shares
    Change vs previous 13F +75 shares

    0.79% of the 13F portfolio, value $1,262,613.

    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 14,396 shares
    Change vs previous 13F +52 shares

    0.82% of the 13F portfolio, value $1,249,857.

    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 14,344 shares
    Change vs previous 13F +19 shares

    0.84% of the 13F portfolio, value $1,123,283.

    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 14,325 shares
    Change vs previous 13F -219 shares

    0.87% of the 13F portfolio, value $1,188,527.

    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 14,544 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $1,211,662.

    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).