Skip to content
Disclosery

Asset Planning,Inc: DGEAF position timeline

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

Asset Planning,Inc held 3,300 DGEAF 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 3,300 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $265,254.

    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 3,300 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $245,685.

    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 3,300 shares
    Change vs previous 13F -150 shares

    0.2% of the 13F portfolio, value $284,691.

    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 3,450 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $329,234.

    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 3,450 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $347,898.

    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 3,450 shares
    Change vs previous 13F -479 shares

    0.28% of the 13F portfolio, value $361,526.

    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 3,929 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $499,464.

    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).