Arnold Financial Planning LLC: DFAC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Arnold Financial Planning LLC on DFAC, newest first. How the timeline and the estimate are built.
Arnold Financial Planning LLC held 199,973 DFAC shares at 2026-06-30 per its 13F-HR filed 2026-07-14.
the latest 13F is the newest step
- period ended2026-06-3013F 199,973 sharesChange vs previous 13F -2,281 shares
6.62% of the 13F portfolio, value $8,870,791.
13F-HR 0001754960-26-000493 filed by Arnold Financial Planning LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 202,254 sharesChange vs previous 13F -905 shares
7.34% of the 13F portfolio, value $7,859,588.
13F-HR 0001754960-26-000250 filed by Arnold Financial Planning LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 203,159 sharesChange vs previous 13F not available
8.29% of the 13F portfolio, value $8,043,082.
13F-HR 0001754960-26-000126 filed by Arnold Financial Planning LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).