SEC 13F Intelligence

Asset Planning,Inc / EW

Asset Planning,Inc’s Edwards Lifesciences Corp Position

Does Asset Planning,Inc own Edwards Lifesciences Corp (EW)? Yes — 26.2K shares worth $2M (+1.49% of its 13F portfolio) as of Q1 2026, up from 25.9K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
26.2K
% of Portfolio
+1.49%
Quarters Held
6
currently held

Position History EW

Reported value by quarter
Q4 ’24: $2MQ4 ’24Q1 ’25: $2MQ1 ’25Q2 ’25: $2MQ2 ’25Q3 ’25: $2MQ3 ’25Q4 ’25: $2MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202626.2K$2M+1.49%
Q4 202525.9K$2M+1.55%
Q3 202527.3K$2M+1.54%
Q2 202527.9K$2M+1.65%
Q1 202526.9K$2M+1.53%
Q4 202426.9K$2M+1.52%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Asset Planning,Inc’s full portfolio or all institutional holders of EW.