Position in BOH
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$5,704
+$507 QoQ
Shares Held
70
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#299
of 343 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BOH Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Asset Planning,Inc holds $218,323 across 4 Banks - Regional names. BOH ranks #4 (2.6% of the industry book) .
All Filings in BOH
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,704 | 70 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $5,197 | 70 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $4,785 | 70 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $4,594 | 70 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $4,727 | 70 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $4,827 | 70 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $4,986 | 70 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||