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Disclosery

Asset Planning,Inc: EW position timeline

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

Asset Planning,Inc held 26,366 EW 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 26,366 shares
    Change vs previous 13F +153 shares

    1.54% of the 13F portfolio, value $2,385,108.

    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 26,213 shares
    Change vs previous 13F +286 shares

    1.49% of the 13F portfolio, value $2,099,172.

    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 25,927 shares
    Change vs previous 13F -1,421 shares

    1.55% of the 13F portfolio, value $2,210,314.

    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 27,348 shares
    Change vs previous 13F -600 shares

    1.54% of the 13F portfolio, value $2,126,888.

    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 27,948 shares
    Change vs previous 13F +1,015 shares

    1.65% of the 13F portfolio, value $2,185,847.

    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 26,933 shares
    Change vs previous 13F +11 shares

    1.53% of the 13F portfolio, value $1,952,136.

    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 26,922 shares
    Change vs previous 13F not available

    1.52% of the 13F portfolio, value $1,993,068.

    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).