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Arnold Financial Planning LLC: DFAX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Arnold Financial Planning LLC on DFAX, newest first. How the timeline and the estimate are built.

Arnold Financial Planning LLC held 32,577 DFAX shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,577 shares
    Change vs previous 13F +59 shares

    0.9% of the 13F portfolio, value $1,200,127.

    13F-HR 0001754960-26-000493 filed by Arnold Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 32,518 shares
    Change vs previous 13F +10 shares

    1.03% of the 13F portfolio, value $1,104,624.

    13F-HR 0001754960-26-000250 filed by Arnold Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 32,508 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $1,063,983.

    13F-HR 0001754960-26-000126 filed by Arnold Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).