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ATLas Financial Planning LLC: DFIV position timeline

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

ATLas Financial Planning LLC held 122,378 DFIV shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 122,378 shares
    Change vs previous 13F +3,779 shares

    5.36% of the 13F portfolio, value $6,610,860.

    13F-HR 0002110886-26-000008 filed by ATLas 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 118,599 shares
    Change vs previous 13F +7,033 shares

    5.61% of the 13F portfolio, value $6,259,655.

    13F-HR 0002110886-26-000007 filed by ATLas 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 111,566 shares
    Change vs previous 13F not available

    5.46% of the 13F portfolio, value $5,567,143.

    13F-HR 0002110886-26-000001 filed by ATLas Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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