Skip to content
Disclosery

ASSET PLANNING SERVICES INC /LA/ /ADV: HD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ASSET PLANNING SERVICES INC /LA/ /ADV on HD, newest first. How the timeline and the estimate are built.

ASSET PLANNING SERVICES INC /LA/ /ADV held 17,578 HD shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,578 shares
    Change vs previous 13F -605 shares

    2.63% of the 13F portfolio, value $6,199,000.

    13F-HR 0000811407-26-000003 filed by ASSET PLANNING SERVICES INC /LA/ /ADV
    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 18,183 shares
    Change vs previous 13F -170 shares

    2.62% of the 13F portfolio, value $5,980,000.

    13F-HR 0000811407-26-000002 filed by ASSET PLANNING SERVICES INC /LA/ /ADV
    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 18,353 shares
    Change vs previous 13F -825 shares

    2.79% of the 13F portfolio, value $6,315,000.

    13F-HR 0000811407-26-000001 filed by ASSET PLANNING SERVICES INC /LA/ /ADV
    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 19,178 shares
    Change vs previous 13F +178 shares

    3.27% of the 13F portfolio, value $7,771,000.

    13F-HR 0000811407-25-000006 filed by ASSET PLANNING SERVICES INC /LA/ /ADV
    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 19,000 shares
    Change vs previous 13F +24 shares

    3.2% of the 13F portfolio, value $6,966,000.

    13F-HR 0000811407-25-000005 filed by ASSET PLANNING SERVICES INC /LA/ /ADV
    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/A 18,976 shares
    Change vs previous 13F -95 shares

    3.54% of the 13F portfolio, value $6,954,000.

    13F-HR/A 0000811407-25-000004 filed by ASSET PLANNING SERVICES INC /LA/ /ADV
    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 19,071 shares
    Change vs previous 13F +159 shares

    3.62% of the 13F portfolio, value $7,419,000.

    13F-HR 0000811407-25-000001 filed by ASSET PLANNING SERVICES INC /LA/ /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 18,912 shares
    Change vs previous 13F not available

    3.79% of the 13F portfolio, value $7,664,000.

    13F-HR 0000811407-24-000004 filed by ASSET PLANNING SERVICES INC /LA/ /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).