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Disclosery

Asset Planning,Inc: ABT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Asset Planning,Inc on ABT, newest first. How the timeline and the estimate are built.

Asset Planning,Inc held 2,606 ABT shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,606 shares
    Change vs previous 13F -206 shares

    0.15% of the 13F portfolio, value $236,440.

    13F-HR 0002048547-26-000003 filed by Asset Planning,Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,812 shares
    Change vs previous 13F +10 shares

    0.21% of the 13F portfolio, value $288,758.

    13F-HR 0002048547-26-000002 filed by Asset Planning,Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 2,802 shares
    Change vs previous 13F -53 shares

    0.25% of the 13F portfolio, value $351,087.

    13F-HR 0002048547-26-000001 filed by Asset Planning,Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 2,855 shares
    Change vs previous 13F +8 shares

    0.28% of the 13F portfolio, value $382,456.

    13F-HR 0002048547-25-000007 filed by Asset Planning,Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 2,847 shares
    Change vs previous 13F +8 shares

    0.29% of the 13F portfolio, value $387,225.

    13F-HR 0002048547-25-000003 filed by Asset Planning,Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 2,839 shares
    Change vs previous 13F +9 shares

    0.3% of the 13F portfolio, value $376,554.

    13F-HR 0002048547-25-000002 filed by Asset Planning,Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 2,830 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $320,140.

    13F-HR 0002048547-25-000001 filed by Asset Planning,Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).