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Disclosery

Asset Planning,Inc: MO position timeline

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

Asset Planning,Inc held 47,370 MO 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 47,370 shares
    Change vs previous 13F -1,728 shares

    2.21% of the 13F portfolio, value $3,408,270.

    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 49,098 shares
    Change vs previous 13F -59 shares

    2.3% of the 13F portfolio, value $3,239,966.

    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 49,157 shares
    Change vs previous 13F -455 shares

    1.99% of the 13F portfolio, value $2,834,417.

    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 49,612 shares
    Change vs previous 13F -408 shares

    2.37% of the 13F portfolio, value $3,277,384.

    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 50,020 shares
    Change vs previous 13F -161 shares

    2.21% of the 13F portfolio, value $2,932,686.

    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 50,181 shares
    Change vs previous 13F -601 shares

    2.36% of the 13F portfolio, value $3,011,886.

    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 50,782 shares
    Change vs previous 13F not available

    2.02% of the 13F portfolio, value $2,655,392.

    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).