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Disclosery

ASSET PLANNING CORPORATION: SPY position timeline

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

ASSET PLANNING CORPORATION held 2,199 SPY 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 2,199 shares
    Change vs previous 13F +2 shares

    0.69% of the 13F portfolio, value $1,465,237.

    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 2,197 shares
    Change vs previous 13F -25 shares

    0.72% of the 13F portfolio, value $1,357,317.

    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 2,222 shares
    Change vs previous 13F +197 shares

    0.73% of the 13F portfolio, value $1,242,899.

    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 2,025 shares
    Change vs previous 13F +13 shares

    0.74% of the 13F portfolio, value $1,186,602.

    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 2,012 shares
    Change vs previous 13F +2 shares

    0.75% of the 13F portfolio, value $1,154,563.

    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 2,010 shares
    Change vs previous 13F +3 shares

    0.82% of the 13F portfolio, value $1,093,771.

    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 2,007 shares
    Change vs previous 13F +3 shares

    0.77% of the 13F portfolio, value $1,049,998.

    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 2,004 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $952,691.

    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).