Asset Planning,Inc

Position in NOW — ServiceNow, Inc.

CIK 2048547 LOS ALAMITOS, CA

Position in NOW

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$39,712

+$8,347 QoQ

Shares Held

400

+33.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,990

of 2,203 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Asset Planning,Inc holds $117,145 across 6 Software - Application names. NOW ranks #1 (33.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NOW	ServiceNow, Inc. This page	400	$39,712
2	ADP	Automatic Data Processing Inc	153	$34,264
3	PAYX	Paychex Inc	255	$25,074
4	CRM	Salesforce, Inc.	93	$14,569
5	DOCU	Docusign, Inc.	50	$2,221
6	INTU	Intuit Inc.	5	$1,305

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$39,712	400	+33.3%	Shares	Sole	2026-07-27
2026-03-31	$31,365	300	0.0%	Shares	Sole	2026-04-23
2025-12-31	$45,957	300	+400.0%	Shares	Sole	2026-02-03
2025-09-30	$55,216	60	0.0%	Shares	Sole	2025-10-23
2025-06-30	$61,684	60	0.0%	Shares	Sole	2025-07-25
2025-03-31	$47,768	60	0.0%	Shares	Sole	2025-05-08
2024-12-31	$63,607	60	—	Shares	Sole	2025-01-30
No filing history on record for this holder in this stock.