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Disclosery

Asset Planning,Inc: EIX position timeline

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

Asset Planning,Inc held 14,865 EIX 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 14,865 shares
    Change vs previous 13F +1,002 shares

    0.72% of the 13F portfolio, value $1,106,699.

    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 13,863 shares
    Change vs previous 13F 0 shares

    0.72% of the 13F portfolio, value $1,014,494.

    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 13,863 shares
    Change vs previous 13F 0 shares

    0.58% of the 13F portfolio, value $832,057.

    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 13,863 shares
    Change vs previous 13F 0 shares

    0.55% of the 13F portfolio, value $766,347.

    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 13,863 shares
    Change vs previous 13F -3,498 shares

    0.54% of the 13F portfolio, value $715,331.

    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 17,361 shares
    Change vs previous 13F -158 shares

    0.8% of the 13F portfolio, value $1,022,922.

    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 17,519 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $1,398,709.

    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).