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Disclosery

ASSET PLANNING CORPORATION: VEA position timeline

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

ASSET PLANNING CORPORATION held 125,611 VEA 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 125,611 shares
    Change vs previous 13F +169 shares

    3.57% of the 13F portfolio, value $7,526,623.

    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 125,442 shares
    Change vs previous 13F -7,160 shares

    3.81% of the 13F portfolio, value $7,151,463.

    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 132,602 shares
    Change vs previous 13F -5,247 shares

    3.97% of the 13F portfolio, value $6,740,157.

    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 137,849 shares
    Change vs previous 13F +520 shares

    4.13% of the 13F portfolio, value $6,591,938.

    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 137,329 shares
    Change vs previous 13F -181,772 shares

    4.73% of the 13F portfolio, value $7,252,363.

    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 319,101 shares
    Change vs previous 13F +4,446 shares

    11.8% of the 13F portfolio, value $15,769,977.

    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 314,655 shares
    Change vs previous 13F +2,820 shares

    11.53% of the 13F portfolio, value $15,786,231.

    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 311,835 shares
    Change vs previous 13F not available

    11.54% of the 13F portfolio, value $14,936,912.

    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).