ASSET PLANNING CORPORATION: VCSH position timeline

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

ASSET PLANNING CORPORATION held 0 VCSH shares at 2024-12-31 per its 13F-HR filed 2025-01-24.

the latest 13F is the newest step

period ended2024-12-31
13F 0 shares
Change vs previous 13F -2,822 shares
13F-HR 0001951757-25-000119 filed by ASSET PLANNING CORPORATION
Filed 2025-01-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2024-09-30
13F 2,822 shares
Change vs previous 13F -8,482 shares
0.15% of the 13F portfolio, value $224,141.
13F-HR 0001951757-24-001080 filed by ASSET PLANNING CORPORATION
Filed 2024-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-06-30
13F 11,304 shares
Change vs previous 13F -2,172 shares
0.65% of the 13F portfolio, value $873,497.
13F-HR 0001951757-24-000579 filed by ASSET PLANNING CORPORATION
Filed 2024-07-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-03-31
13F 13,476 shares
Change vs previous 13F -415 shares
0.76% of the 13F portfolio, value $1,041,792.
13F-HR 0001951757-24-000386 filed by ASSET PLANNING CORPORATION
Filed 2024-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-12-31
13F 13,891 shares
Change vs previous 13F not available
0.83% of the 13F portfolio, value $1,074,733.
13F-HR 0001951757-24-000072 filed by ASSET PLANNING CORPORATION
Filed 2024-01-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC
Acceptance time not in the bulk data set (spec §4.2).