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Disclosery

Asset Planning,Inc: CB position timeline

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

Asset Planning,Inc held 4,397 CB 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 4,397 shares
    Change vs previous 13F -98 shares

    0.97% of the 13F portfolio, value $1,498,267.

    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 4,495 shares
    Change vs previous 13F +14 shares

    1.04% of the 13F portfolio, value $1,464,937.

    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 4,481 shares
    Change vs previous 13F -144 shares

    0.98% of the 13F portfolio, value $1,398,745.

    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 4,625 shares
    Change vs previous 13F +169 shares

    0.94% of the 13F portfolio, value $1,305,319.

    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 4,456 shares
    Change vs previous 13F +14 shares

    0.97% of the 13F portfolio, value $1,290,849.

    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 4,442 shares
    Change vs previous 13F +14 shares

    1.05% of the 13F portfolio, value $1,341,526.

    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 4,428 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $1,223,573.

    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).