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Disclosery

Asset Planning,Inc: VIK position timeline

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

Asset Planning,Inc held 6,535 VIK 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 6,535 shares
    Change vs previous 13F +400 shares

    0.44% of the 13F portfolio, value $684,018.

    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 6,135 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $450,800.

    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 6,135 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $438,100.

    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 6,135 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $381,352.

    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 6,135 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $326,934.

    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 6,135 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $243,866.

    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).