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CIK 0000811407 • 8 13F filings • Apr 23, 2025 – Oct 15, 2026
Import this data to Google Sheets with:
=jivedata("asset-planning-services-inc-la-adv","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| 13F-HR |
| 0000811407-25-000006 |
| $237K |
| View |
| Jul 28, 2026 | Q2 2026 | 13F-HR | 0000811407-26-000003 | $236K | View |
| Jul 22, 2025 | Q2 2025 | 13F-HR | 0000811407-25-000005 | $217K | View |
| Apr 21, 2026 | Q1 2026 | 13F-HR | 0000811407-26-000002 | $228K | View |
| Jun 9, 2025 | Q1 2025 | 13F-HR/A | 0000811407-25-000004 | $197K | View |