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Disclosery

Asset Planning,Inc: O position timeline

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

Asset Planning,Inc held 49,693 O 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 49,693 shares
    Change vs previous 13F +3,975 shares

    1.99% of the 13F portfolio, value $3,078,980.

    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 45,718 shares
    Change vs previous 13F +7,540 shares

    1.99% of the 13F portfolio, value $2,797,014.

    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 38,178 shares
    Change vs previous 13F +848 shares

    1.51% of the 13F portfolio, value $2,152,098.

    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 37,330 shares
    Change vs previous 13F -246 shares

    1.64% of the 13F portfolio, value $2,269,276.

    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 37,576 shares
    Change vs previous 13F +421 shares

    1.63% of the 13F portfolio, value $2,164,772.

    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 37,155 shares
    Change vs previous 13F +729 shares

    1.69% of the 13F portfolio, value $2,155,385.

    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 36,426 shares
    Change vs previous 13F not available

    1.48% of the 13F portfolio, value $1,945,488.

    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).