Amer shares owned by Asset Planning
Historical chart of Asset Planning investment in Amer
Tip: Access up to 7 years of quarterly data
All positions including Amer held by Asset Planning consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Amer by Asset Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $370k | 6.5k | 57.07 |
| 2025-06-30 | $430k | 7.1k | 60.56 |
| 2025-03-31 | $464k | 7.1k | 65.36 |
| 2024-12-31 | $491k | 7.1k | 69.09 |