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ASSET PLANNING CORPORATION: VB position timeline

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

ASSET PLANNING CORPORATION held 22,101 VB 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 22,101 shares
    Change vs previous 13F -327 shares

    2.67% of the 13F portfolio, value $5,619,907.

    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 22,428 shares
    Change vs previous 13F -318 shares

    2.83% of the 13F portfolio, value $5,315,100.

    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 22,746 shares
    Change vs previous 13F +685 shares

    2.97% of the 13F portfolio, value $5,044,031.

    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 22,061 shares
    Change vs previous 13F -958 shares

    3.32% of the 13F portfolio, value $5,300,844.

    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 23,019 shares
    Change vs previous 13F -193 shares

    3.56% of the 13F portfolio, value $5,460,315.

    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 23,212 shares
    Change vs previous 13F -2,401 shares

    3.79% of the 13F portfolio, value $5,061,252.

    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 25,613 shares
    Change vs previous 13F -24,110 shares

    4.27% of the 13F portfolio, value $5,854,858.

    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 49,723 shares
    Change vs previous 13F not available

    8.19% of the 13F portfolio, value $10,607,374.

    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).