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Disclosery

Asset Planning,Inc: TR position timeline

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

Asset Planning,Inc held 390 TR 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 390 shares
    Change vs previous 13F +11 shares

    0.01% of the 13F portfolio, value $15,434.

    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 379 shares
    Change vs previous 13F +1 shares

    0.01% of the 13F portfolio, value $16,202.

    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 378 shares
    Change vs previous 13F +1 shares

    0.01% of the 13F portfolio, value $13,828.

    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 377 shares
    Change vs previous 13F +1 shares

    0.01% of the 13F portfolio, value $15,793.

    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 376 shares
    Change vs previous 13F +10 shares

    0.01% of the 13F portfolio, value $12,569.

    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 366 shares
    Change vs previous 13F +2 shares

    0.01% of the 13F portfolio, value $11,514.

    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 364 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $11,757.

    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).