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Disclosery

Asset Planning,Inc: HAL position timeline

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

Asset Planning,Inc held 1,961 HAL 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 1,961 shares
    Change vs previous 13F +1,213 shares

    0.04% of the 13F portfolio, value $66,592.

    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 748 shares
    Change vs previous 13F +3 shares

    0.02% of the 13F portfolio, value $29,167.

    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 745 shares
    Change vs previous 13F +5 shares

    0.01% of the 13F portfolio, value $21,047.

    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 740 shares
    Change vs previous 13F +5 shares

    0.01% of the 13F portfolio, value $18,212.

    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 735 shares
    Change vs previous 13F +6 shares

    0.01% of the 13F portfolio, value $14,984.

    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 729 shares
    Change vs previous 13F +5 shares

    0.01% of the 13F portfolio, value $18,500.

    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 724 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $19,699.

    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).