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ASSET PLANNING CORPORATION: VOO position timeline

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

ASSET PLANNING CORPORATION held 16,122 VOO 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 16,122 shares
    Change vs previous 13F -62 shares

    4.68% of the 13F portfolio, value $9,872,546.

    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 16,184 shares
    Change vs previous 13F +911 shares

    4.89% of the 13F portfolio, value $9,192,863.

    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 15,273 shares
    Change vs previous 13F +807 shares

    4.63% of the 13F portfolio, value $7,849,028.

    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 14,466 shares
    Change vs previous 13F +2,273 shares

    4.88% of the 13F portfolio, value $7,794,217.

    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 12,193 shares
    Change vs previous 13F +28 shares

    4.2% of the 13F portfolio, value $6,433,890.

    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 12,165 shares
    Change vs previous 13F -906 shares

    4.55% of the 13F portfolio, value $6,084,307.

    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 13,071 shares
    Change vs previous 13F +155 shares

    4.59% of the 13F portfolio, value $6,283,308.

    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 12,916 shares
    Change vs previous 13F not available

    4.36% of the 13F portfolio, value $5,641,919.

    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).