Position in APG
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$4,235
+$183 QoQ
Shares Held
100
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#530
of 575 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in APG Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Jun 30, 2026Asset Planning,Inc holds $33,125 across 2 Engineering & Construction names. APG ranks #2 (12.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TTEK |
Tetra Tech Inc
|
1,000 | $28,890 | |
| 2 | APG |
APi Group Corp
This page
|
100 | $4,235 |
All Filings in APG
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,235 | 100 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $4,052 | 100 | Shares | Sole | 2026-04-23 | |
| No filing history on record for this holder in this stock. | ||||||