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Asset Planning,Inc

Position in PS — Pershing Square Inc.

CIK 2048547 LOS ALAMITOS, CA

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, 2026

Asset Planning,Inc holds $279,303 across 4 Asset Management names. PS ranks #4 (4.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 PS
Pershing Square Inc.
This page
400 $13,144

All Filings in PS

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-06-30 $13,144 400