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Square Inc cl a shares owned by Asset Planning

Quarter-by-quarter ownership of Square Inc cl a (XYZ) shares owned by Asset Planning from 13F filings

Historical chart of Asset Planning investment in Square Inc cl a

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All positions including Square Inc cl a held by Asset Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Square Inc cl a by Asset Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $45k 627 72.27
2025-06-30 $43k 627 67.93
2025-03-31 $34k 627 54.33
2024-12-31 $56k 653 84.99