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Disclosery

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

ASSET PLANNING SERVICES INC /LA/ /ADV held 1,180 QQQ 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 1,180 shares
    Change vs previous 13F -2 shares

    0.37% of the 13F portfolio, value $869,000.

    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 1,182 shares
    Change vs previous 13F +36 shares

    0.3% of the 13F portfolio, value $682,000.

    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 1,146 shares
    Change vs previous 13F -9 shares

    0.31% of the 13F portfolio, value $704,000.

    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 1,155 shares
    Change vs previous 13F +190 shares

    0.29% of the 13F portfolio, value $694,000.

    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 965 shares
    Change vs previous 13F +32 shares

    0.25% of the 13F portfolio, value $533,000.

    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 933 shares
    Change vs previous 13F +6 shares

    0.22% of the 13F portfolio, value $437,000.

    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 927 shares
    Change vs previous 13F +5 shares

    0.23% of the 13F portfolio, value $474,000.

    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 922 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $450,000.

    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).