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Asset Planning,Inc

SEC CIK
0002048547
Latest filing
Jul 27, 2026

BA holding history

Boeing Co in every 13F filed by Asset Planning,Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BA overviewAll 13F holders of BAFull Q2 2026 holdings

Shares (Q2 2026)
820
Value
$177.5K
% of portfolio
0.1%
Quarters held
7
Since Q4 2024
Holdings of BA by Asset Planning,Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026820$177.5K0.1%00.0%UnchangedHolders
Q1 2026820$163.2K0.1%−166−16.8%ReducedHolders
Q4 2025986$214.1K0.2%−140−12.4%ReducedHolders
Q3 20251,126$243.0K0.2%−50−4.3%ReducedHolders
Q2 20251,176$246.4K0.2%00.0%UnchangedHolders
Q1 20251,176$200.6K0.2%00.0%UnchangedHolders
Q4 20241,176$208.2K0.2%–No prior filingHolders