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Disclosery

Asset Planning,Inc: ED position timeline

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

Asset Planning,Inc held 8,899 ED 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 8,899 shares
    Change vs previous 13F +14 shares

    0.64% of the 13F portfolio, value $984,463.

    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 8,885 shares
    Change vs previous 13F +214 shares

    0.71% of the 13F portfolio, value $1,005,559.

    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 8,671 shares
    Change vs previous 13F +12 shares

    0.61% of the 13F portfolio, value $861,245.

    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 8,659 shares
    Change vs previous 13F -87 shares

    0.63% of the 13F portfolio, value $870,353.

    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 8,746 shares
    Change vs previous 13F +13 shares

    0.66% of the 13F portfolio, value $877,617.

    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 8,733 shares
    Change vs previous 13F +11 shares

    0.76% of the 13F portfolio, value $965,828.

    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 8,722 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $778,237.

    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).