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ASSET PLANNING CORPORATION: VIOV position timeline

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

ASSET PLANNING CORPORATION held 126,165 VIOV 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 126,165 shares
    Change vs previous 13F +2,216 shares

    5.7% of the 13F portfolio, value $12,013,391.

    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 123,949 shares
    Change vs previous 13F +16,087 shares

    5.64% of the 13F portfolio, value $10,606,295.

    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 107,862 shares
    Change vs previous 13F +6,893 shares

    5.33% of the 13F portfolio, value $9,051,233.

    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 100,969 shares
    Change vs previous 13F +1,896 shares

    5.9% of the 13F portfolio, value $9,423,246.

    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 99,073 shares
    Change vs previous 13F +102 shares

    5.98% of the 13F portfolio, value $9,160,321.

    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 98,971 shares
    Change vs previous 13F -2,469 shares

    6.2% of the 13F portfolio, value $8,280,938.

    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 101,440 shares
    Change vs previous 13F +2,437 shares

    6.55% of the 13F portfolio, value $8,969,306.

    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 99,003 shares
    Change vs previous 13F not available

    6.77% of the 13F portfolio, value $8,761,764.

    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).