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Disclosery

ASSET PLANNING CORPORATION: VTV position timeline

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

ASSET PLANNING CORPORATION held 41,780 VTV 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 41,780 shares
    Change vs previous 13F +420 shares

    3.7% of the 13F portfolio, value $7,791,613.

    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 41,360 shares
    Change vs previous 13F -4,205 shares

    3.89% of the 13F portfolio, value $7,309,987.

    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 45,565 shares
    Change vs previous 13F +985 shares

    4.64% of the 13F portfolio, value $7,870,978.

    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 44,580 shares
    Change vs previous 13F +3,004 shares

    4.73% of the 13F portfolio, value $7,547,336.

    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 41,576 shares
    Change vs previous 13F +878 shares

    4.74% of the 13F portfolio, value $7,257,922.

    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 40,698 shares
    Change vs previous 13F -11,369 shares

    4.88% of the 13F portfolio, value $6,528,399.

    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 52,067 shares
    Change vs previous 13F -3,437 shares

    6.19% of the 13F portfolio, value $8,479,681.

    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 55,504 shares
    Change vs previous 13F not available

    6.41% of the 13F portfolio, value $8,297,855.

    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).