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Disclosery

Asset Planning,Inc: SOLV position timeline

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

Asset Planning,Inc held 27 SOLV 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 27 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $2,083.

    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 27 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $1,763.

    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 27 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $2,139.

    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 shares
    Change vs previous 13F -25 shares

    <0.01% of the 13F portfolio, value $1,971.

    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 52 shares
    Change vs previous 13F -26 shares

    <0.01% of the 13F portfolio, value $3,944.

    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 78 shares
    Change vs previous 13F -12 shares

    <0.01% of the 13F portfolio, value $5,931.

    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 90 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,945.

    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).