Current Market Value 216,312,000
Current Holdings 73
Most Recent File Date 2022-02-14
Total Filings on Record 31
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Asset Planning Services, Ltd. . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2022-02-14 2021-12-31 13F-HR 73 216,312
2021-11-10 2021-09-30 13F-HR 72 208,220
2021-08-12 2021-06-30 13F-HR 73 208,082
2021-05-11 2021-03-31 13F-HR 74 217,106
2021-02-09 2020-12-31 13F-HR 70 208,376
2020-11-10 2020-09-30 13F-HR 81 230,967
2020-08-13 2020-06-30 13F-HR 79 231,534
2020-05-14 2020-03-31 13F-HR 75 202,049
2020-02-12 2019-12-31 13F-HR 76 241,546
2019-11-08 2019-09-30 13F-HR 286 230,735
2019-07-17 2019-06-30 13F-HR 275 227,063
2020-01-22 2019-03-31 13F-HR/A 1 R 204 211,529
2020-01-22 2019-03-31 13F-HR/A 2 N 69 4,157
2019-05-08 2019-03-31 13F-HR 207 152,908
2020-01-22 2018-12-31 13F-HR/A 2 N 68 2,986
2020-01-22 2018-12-31 13F-HR/A 1 R 207 194,460
2019-02-14 2018-12-31 13F-HR 209 136,709
2018-11-09 2018-09-30 13F-HR 275 210,516
2018-08-01 2018-06-30 13F-HR 278 204,422
2018-05-04 2018-03-31 13F-HR 283 194,587
2018-02-01 2017-12-31 13F-HR 286 193,684
2017-11-30 2017-09-30 13F-HR 310 181,052
2017-08-03 2017-06-30 13F-HR 310 156,347
2017-04-18 2017-03-31 13F-HR 292 148,711
2017-01-24 2016-12-31 13F-HR 288 126,536
2017-01-13 2016-09-30 13F-HR 279 120,208
2017-01-13 2016-06-30 13F-HR 297 115,364
2017-01-13 2016-03-31 13F-HR 271 110,247
2017-01-13 2015-12-31 13F-HR 246 103,667
2017-01-13 2015-09-30 13F-HR 242 99,111
2017-01-13 2015-06-30 13F-HR 252 103,711