Skip to content
Disclosery

Asset Planning,Inc: ASIX position timeline

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

Asset Planning,Inc held 333 ASIX 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 333 shares
    Change vs previous 13F +2 shares

    <0.01% of the 13F portfolio, value $6,620.

    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 331 shares
    Change vs previous 13F +3 shares

    0.01% of the 13F portfolio, value $8,068.

    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 328 shares
    Change vs previous 13F +3 shares

    <0.01% of the 13F portfolio, value $5,678.

    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 325 shares
    Change vs previous 13F +3 shares

    <0.01% of the 13F portfolio, value $6,295.

    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 322 shares
    Change vs previous 13F -110 shares

    0.01% of the 13F portfolio, value $7,655.

    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 432 shares
    Change vs previous 13F -212 shares

    0.01% of the 13F portfolio, value $9,774.

    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 644 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $18,335.

    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).