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Disclosery

Asset Planning,Inc: MA position timeline

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

Asset Planning,Inc held 2,588 MA 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 2,588 shares
    Change vs previous 13F -125 shares

    0.86% of the 13F portfolio, value $1,329,197.

    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 2,713 shares
    Change vs previous 13F 0 shares

    0.96% of the 13F portfolio, value $1,355,578.

    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 2,713 shares
    Change vs previous 13F -10 shares

    1.09% of the 13F portfolio, value $1,548,797.

    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 2,723 shares
    Change vs previous 13F 0 shares

    1.12% of the 13F portfolio, value $1,548,967.

    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 2,723 shares
    Change vs previous 13F 0 shares

    1.15% of the 13F portfolio, value $1,530,252.

    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 2,723 shares
    Change vs previous 13F 0 shares

    1.17% of the 13F portfolio, value $1,492,610.

    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 2,723 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $1,433,919.

    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).