Current Market Value 366,740,000
Current Holdings 89
Most Recent File Date 2019-10-09
Total Filings on Record 27
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by American Economic Planning Group Inc /adv . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2019-10-09 2019-09-30 13F-HR 89 366,740
2019-07-23 2019-06-30 13F-HR 89 331,549
2019-05-15 2019-03-31 13F-HR 86 320,224
2019-01-14 2018-12-31 13F-HR 78 309,150
2018-10-16 2018-09-30 13F-HR 72 281,863
2018-08-14 2018-06-30 13F-HR 75 270,118
2018-05-09 2018-03-31 13F-HR 81 273,536
2018-01-29 2017-12-31 13F-HR 81 271,532
2017-10-27 2017-09-30 13F-HR 78 265,629
2017-07-25 2017-06-30 13F-HR 76 253,966
2017-04-20 2017-03-31 13F-HR 76 248,730
2017-01-27 2016-12-31 13F-HR 60 233,638
2016-10-25 2016-09-30 13F-HR 60 249,044
2016-08-09 2016-06-30 13F-HR 58 248,288
2016-05-02 2016-03-31 13F-HR 56 247,123
2016-01-15 2015-12-31 13F-HR 49 258,537
2015-10-19 2015-09-30 13F-HR 41 227,814
2015-07-17 2015-06-30 13F-HR 44 243,204
2015-04-30 2015-03-31 13F-HR 43 263,737
2015-01-26 2014-12-31 13F-HR 41 259,659
2014-10-24 2014-09-30 13F-HR 34 255,178
2014-08-07 2014-06-30 13F-HR/A 1 R 36 272,670
2014-07-25 2014-06-30 13F-HR 40 272,778
2014-04-25 2014-03-31 13F-HR 24 255,715
2014-01-28 2013-12-31 13F-HR 28 275,572
2013-10-22 2013-09-30 13F-HR 25 243,930
2013-07-16 2013-06-30 13F-HR 22 262,677