Position in KVUE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$6,592
+$645 QoQ
Shares Held
345
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#884
of 1,000 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KVUE Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Asset Planning,Inc holds $1,427,170 across 3 Household & Personal Products names. KVUE ranks #3 (0.5% of the industry book) .
All Filings in KVUE
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,592 | 345 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $5,947 | 345 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $5,951 | 345 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $18,599 | 1,146 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $41,525 | 1,984 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $47,216 | 1,969 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $41,739 | 1,955 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||