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BWM Planning, LLC: DFAI position timeline

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

BWM Planning, LLC held 568,312 DFAI 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 568,312 shares
    Change vs previous 13F +11,223 shares

    5.44% of the 13F portfolio, value $23,442,875.

    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 557,089 shares
    Change vs previous 13F -58,770 shares

    5.72% of the 13F portfolio, value $21,704,179.

    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 615,859 shares
    Change vs previous 13F +380 shares

    6.27% of the 13F portfolio, value $23,470,403.

    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 615,479 shares
    Change vs previous 13F +21,184 shares

    6.66% of the 13F portfolio, value $22,372,678.

    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 594,295 shares
    Change vs previous 13F +7,230 shares

    7.08% of the 13F portfolio, value $20,544,775.

    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 587,065 shares
    Change vs previous 13F -18,384 shares

    7.76% of the 13F portfolio, value $18,334,026.

    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 605,449 shares
    Change vs previous 13F -13,775 shares

    7.69% of the 13F portfolio, value $17,679,121.

    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 619,224 shares
    Change vs previous 13F not available

    8.73% of the 13F portfolio, value $19,678,928.

    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).