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Disclosery

Asset Planning,Inc: VZ position timeline

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

Asset Planning,Inc held 48,894 VZ 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 48,894 shares
    Change vs previous 13F -1,439 shares

    1.34% of the 13F portfolio, value $2,070,171.

    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 50,333 shares
    Change vs previous 13F -1,484 shares

    1.8% of the 13F portfolio, value $2,526,695.

    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 51,817 shares
    Change vs previous 13F -1,992 shares

    1.48% of the 13F portfolio, value $2,110,508.

    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 53,809 shares
    Change vs previous 13F -117 shares

    1.71% of the 13F portfolio, value $2,364,909.

    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 53,926 shares
    Change vs previous 13F -448 shares

    1.76% of the 13F portfolio, value $2,333,376.

    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 54,374 shares
    Change vs previous 13F -3,378 shares

    1.93% of the 13F portfolio, value $2,466,402.

    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 57,752 shares
    Change vs previous 13F not available

    1.76% of the 13F portfolio, value $2,309,514.

    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).