Skip to content
Disclosery

Asset Planning,Inc: COST position timeline

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

Asset Planning,Inc held 6,545 COST 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 6,545 shares
    Change vs previous 13F -870 shares

    3.96% of the 13F portfolio, value $6,123,012.

    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 7,415 shares
    Change vs previous 13F +37 shares

    5.25% of the 13F portfolio, value $7,388,892.

    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 7,378 shares
    Change vs previous 13F -18 shares

    4.47% of the 13F portfolio, value $6,362,603.

    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 7,396 shares
    Change vs previous 13F -8 shares

    4.95% of the 13F portfolio, value $6,846,067.

    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 7,404 shares
    Change vs previous 13F -28 shares

    5.52% of the 13F portfolio, value $7,329,534.

    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 7,432 shares
    Change vs previous 13F -60 shares

    5.51% of the 13F portfolio, value $7,029,073.

    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 7,492 shares
    Change vs previous 13F not available

    5.23% of the 13F portfolio, value $6,865,140.

    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).