Position in CPB
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$11,135
New position
Shares Held
500
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#484
of 615 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026Asset Planning,Inc holds $40,715 across 2 Packaged Foods names. CPB ranks #2 (27.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GIS |
General Mills Inc
|
850 | $29,580 | |
| 2 | CPB |
CAMPBELL'S Co
This page
|
500 | $11,135 |
All Filings in CPB
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,135 | 500 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||