Asset Planning, Inc. has filed its quarterly report, detailing its holdings as of September 30, 2026. This filing is significant as it provides insights into the company's investment strategies and market positioning.
Background
Asset Planning, Inc. is categorized under the entity type 'other' and operates in the investment management sector. The company is based in Los Alamitos, California, with its business address listed as 4281 Katella Avenue, Suite 203, Los Alamitos, CA 90720. The firm has made several recent filings, including its latest 13F-HR on October 26, 2026, and previous filings throughout the year.
What the Filing Says
The filing, submitted under the accession number 0002048547-26-000005, includes a report of the company's holdings as of the end of the third quarter of 2026. However, specific details regarding the holdings were not available in the SEC filing.
Impact
This filing may affect investors and analysts who are tracking Asset Planning's investment strategies. It also holds significance for competitors in the investment management industry, as they may analyze the report for insights into market trends and strategic shifts.
What's Next
The filing does not say what happens next.
Filing Details
The filing date for Asset Planning, Inc.'s 13F-HR report was October 26, 2026, with the report period ending September 30, 2026. The submission was accepted by the SEC on the same day at 10:17:02 AM. This document is categorized under the SEC's Form 13F-HR, which is typically used by institutional investment managers to report their holdings.
Company Information
Asset Planning, Inc. is registered under the Central Index Key (CIK) number 0002048547 and has an Employer Identification Number (EIN) of 330322655. The company is incorporated in California and has a fiscal year ending on December 31. The firm's SEC file number is 028-24675, and the film number associated with this filing is 261483910.
Contact Information
The business address for Asset Planning, Inc. is the same as its mailing address: 4281 Katella Avenue, Suite 203, Los Alamitos, CA 90720. Interested parties can contact the firm at the phone number 714-827-5794 for further inquiries.
Missing Information
The filing does not provide specific details about the company's investment holdings, which are typically included in the information table of a 13F-HR report. This lack of detail limits the analysis that can be performed regarding the company's investment strategies and asset allocations.