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Disclosery

Asset Planning,Inc: TDG position timeline

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

Asset Planning,Inc held 8,766 TDG 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 8,766 shares
    Change vs previous 13F -265 shares

    7.56% of the 13F portfolio, value $11,676,123.

    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 9,031 shares
    Change vs previous 13F -5 shares

    7.44% of the 13F portfolio, value $10,466,098.

    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 9,036 shares
    Change vs previous 13F -20 shares

    8.44% of the 13F portfolio, value $12,015,986.

    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 9,056 shares
    Change vs previous 13F +247 shares

    8.64% of the 13F portfolio, value $11,935,455.

    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 8,809 shares
    Change vs previous 13F +20 shares

    10.1% of the 13F portfolio, value $13,394,694.

    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 8,789 shares
    Change vs previous 13F -150 shares

    9.54% of the 13F portfolio, value $12,157,169.

    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 8,939 shares
    Change vs previous 13F not available

    8.63% of the 13F portfolio, value $11,327,696.

    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).