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Disclosery

ASSET PLANNING SERVICES INC /LA/ /ADV: JPM 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 JPM, newest first. How the timeline and the estimate are built.

ASSET PLANNING SERVICES INC /LA/ /ADV held 38,172 JPM 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 38,172 shares
    Change vs previous 13F -1,660 shares

    5.3% of the 13F portfolio, value $12,495,000.

    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 39,832 shares
    Change vs previous 13F +295 shares

    5.14% of the 13F portfolio, value $11,717,000.

    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 39,537 shares
    Change vs previous 13F -2,520 shares

    5.63% of the 13F portfolio, value $12,740,000.

    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 42,057 shares
    Change vs previous 13F +150 shares

    5.59% of the 13F portfolio, value $13,266,000.

    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 41,907 shares
    Change vs previous 13F -235 shares

    5.59% of the 13F portfolio, value $12,149,000.

    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 42,142 shares
    Change vs previous 13F -310 shares

    5.26% of the 13F portfolio, value $10,337,000.

    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 42,452 shares
    Change vs previous 13F -45 shares

    4.96% of the 13F portfolio, value $10,176,000.

    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 42,497 shares
    Change vs previous 13F not available

    4.43% of the 13F portfolio, value $8,961,000.

    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).