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Disclosery

BWM Planning, LLC: DFAE position timeline

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

BWM Planning, LLC held 360,278 DFAE shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 360,278 shares
    Change vs previous 13F -5,299 shares

    3.36% of the 13F portfolio, value $14,486,779.

    13F-HR 0001754960-26-000620 filed by BWM 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 365,577 shares
    Change vs previous 13F -34,701 shares

    3.27% of the 13F portfolio, value $12,378,439.

    13F-HR 0001754960-26-000306 filed by BWM 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 400,278 shares
    Change vs previous 13F +890 shares

    3.48% of the 13F portfolio, value $13,037,069.

    13F-HR 0001754960-26-000044 filed by BWM Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 399,388 shares
    Change vs previous 13F +14,423 shares

    3.75% of the 13F portfolio, value $12,592,688.

    13F-HR 0001754960-25-000742 filed by BWM Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 384,965 shares
    Change vs previous 13F -1,842 shares

    3.84% of the 13F portfolio, value $11,144,723.

    13F-HR 0001754960-25-000568 filed by BWM Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 386,807 shares
    Change vs previous 13F -1,651 shares

    4.24% of the 13F portfolio, value $10,014,442.

    13F-HR 0001085146-25-003157 filed by BWM Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 388,458 shares
    Change vs previous 13F -5,061 shares

    4.29% of the 13F portfolio, value $9,855,187.

    13F-HR 0001085146-25-000408 filed by BWM Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 393,519 shares
    Change vs previous 13F not available

    4.79% of the 13F portfolio, value $10,786,344.

    13F-HR 0001085146-24-004738 filed by BWM Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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