ASSET PLANNING SERVICES INC /LA/ /ADV
Position in BFST — Business First Bancshares, Inc.
CIK 811407
COVINGTON, LA
Position in BFST
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$307,300
+$36,900 QoQ
Shares Held
10,000
0.0% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#112
of 173 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BFST Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026ASSET PLANNING SERVICES INC /LA/ /ADV holds $307,300 across 1 Banks - Regional name. BFST ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BFST |
Business First Bancshares, Inc.
This page
|
10,000 | $307,300 |
All Filings in BFST
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $307,300 | 10,000 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $270,400 | 10,000 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $261,400 | 10,000 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $236,100 | 10,000 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $246,500 | 10,000 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $243,500 | 10,000 | Shares | Sole | 2025-06-09 | |
| 2024-12-31 | $257,000 | 10,000 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $256,700 | 10,000 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $217,600 | 10,000 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $222,800 | 10,000 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $246,500 | 10,000 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $187,600 | 10,000 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $150,700 | 10,000 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $171,300 | 10,000 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $221,400 | 10,000 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $215,300 | 10,000 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $213,100 | 10,000 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $243,300 | 10,000 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $283,100 | 10,000 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $233,900 | 10,000 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $229,500 | 10,000 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $239,300 | 10,000 | Shares | Sole | 2021-04-20 | |
| No filing history on record for this holder in this stock. | ||||||