Position in PS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$13,144
New position
Shares Held
400
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#53
of 57 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Jun 30, 2026Asset Planning,Inc holds $279,303 across 4 Asset Management names. PS ranks #4 (4.7% of the industry book) .
All Filings in PS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,144 | 400 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||