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Disclosery

Asset Planning,Inc: DNP position timeline

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

Asset Planning,Inc held 20,350 DNP 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 20,350 shares
    Change vs previous 13F +22 shares

    0.14% of the 13F portfolio, value $219,577.

    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 20,328 shares
    Change vs previous 13F +23 shares

    0.15% of the 13F portfolio, value $209,375.

    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 20,305 shares
    Change vs previous 13F +23 shares

    0.14% of the 13F portfolio, value $202,843.

    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 20,282 shares
    Change vs previous 13F +23 shares

    0.15% of the 13F portfolio, value $203,020.

    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 20,259 shares
    Change vs previous 13F +23 shares

    0.15% of the 13F portfolio, value $198,334.

    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 20,236 shares
    Change vs previous 13F +23 shares

    0.16% of the 13F portfolio, value $200,132.

    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 20,213 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $178,276.

    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).