Asset Planning,IncCoreConcentrated long-term

CIK: 0002048547 | LOS ALAMITOS, CA

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2026	13F-HR	329	$151.6M	2026-10-26	SEC ↗
Q2 2026	13F-HR	336	$154.4M	2026-07-27	SEC ↗
Q1 2026	13F-HR	301	$140.7M	2026-04-23	SEC ↗
Q4 2025	13F-HR	296	$142.3M	2026-02-03	SEC ↗
Q3 2025	13F-HR	296	$138.2M	2025-10-23	SEC ↗
Q2 2025	13F-HR	291	$132.7M	2025-07-25	SEC ↗
Q1 2025	13F-HR	306	$127.5M	2025-05-08	SEC ↗
Q4 2024	13F-HR	317	$131.3M	2025-01-30	SEC ↗