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Disclosery

Asset Planning,Inc: ALL position timeline

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

Asset Planning,Inc held 31,776 ALL 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 31,776 shares
    Change vs previous 13F -1,395 shares

    7.34% of the 13F portfolio, value $11,343,339.

    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 33,171 shares
    Change vs previous 13F +179 shares

    6.77% of the 13F portfolio, value $9,530,197.

    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 32,992 shares
    Change vs previous 13F -195 shares

    7.25% of the 13F portfolio, value $10,315,441.

    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 33,187 shares
    Change vs previous 13F -92 shares

    5.84% of the 13F portfolio, value $8,064,763.

    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 33,279 shares
    Change vs previous 13F +10 shares

    4.42% of the 13F portfolio, value $5,867,448.

    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 33,269 shares
    Change vs previous 13F -190 shares

    4.04% of the 13F portfolio, value $5,150,194.

    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 33,459 shares
    Change vs previous 13F not available

    4.82% of the 13F portfolio, value $6,334,096.

    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).