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Disclosery

BWM Planning, LLC: DFAS position timeline

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

BWM Planning, LLC held 49,119 DFAS 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 49,119 shares
    Change vs previous 13F -9,014 shares

    0.94% of the 13F portfolio, value $4,044,474.

    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 58,133 shares
    Change vs previous 13F -15,204 shares

    1.09% of the 13F portfolio, value $4,135,004.

    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 73,337 shares
    Change vs previous 13F +73 shares

    1.37% of the 13F portfolio, value $5,109,402.

    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 73,264 shares
    Change vs previous 13F +9,264 shares

    1.49% of the 13F portfolio, value $5,015,670.

    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 64,000 shares
    Change vs previous 13F -78,870 shares

    1.4% of the 13F portfolio, value $4,077,471.

    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 142,870 shares
    Change vs previous 13F +5,262 shares

    3.61% of the 13F portfolio, value $8,536,474.

    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 137,608 shares
    Change vs previous 13F -6,192 shares

    3.9% of the 13F portfolio, value $8,955,516.

    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 143,800 shares
    Change vs previous 13F not available

    4.14% of the 13F portfolio, value $9,326,853.

    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).