Skip to content
Disclosery

Asset Planning,Inc: TLH position timeline

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

Asset Planning,Inc held 800 TLH 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 800 shares
    Change vs previous 13F +9 shares

    0.05% of the 13F portfolio, value $80,330.

    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 791 shares
    Change vs previous 13F +5 shares

    0.06% of the 13F portfolio, value $79,697.

    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 786 shares
    Change vs previous 13F +11 shares

    0.06% of the 13F portfolio, value $79,885.

    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 775 shares
    Change vs previous 13F +9 shares

    0.06% of the 13F portfolio, value $79,782.

    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 766 shares
    Change vs previous 13F -5 shares

    0.06% of the 13F portfolio, value $77,849.

    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 771 shares
    Change vs previous 13F +17 shares

    0.06% of the 13F portfolio, value $80,015.

    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 754 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $75,038.

    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).