Back to ALL-PB
Asset Planning,Inc ALL-PB Position History
ALL-PB
Quarters held
8
Latest value
$10.8M
Q3 2026
Peak value
$11.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $22K |
| Q4 2025 | $10.3M |
| Q1 2026 | $22K |
| Q1 2026 | $9.5M |
| Q2 2026 | $25K |
| Q2 2026 | $11.3M |
| Q3 2026 | $23K |
| Q3 2026 | $10.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $10.8M | 31.5K | — | — |
| Q3 2026 | $23K | 104 | — | — |
| Q2 2026 | $11.3M | 31.7K | — | — |
| Q2 2026 | $25K | 104 | — | — |
| Q1 2026 | $9.5M | 33.1K | — | — |
| Q1 2026 | $22K | 104 | — | — |
| Q4 2025 | $10.3M | 32.9K | — | — |
| Q4 2025 | $22K | 104 | — | — |
Other funds holding ALL-PB
$2.6B
$927.4M
$895.1M
$829.5M
$686.6M