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Disclosery

BWM Planning, LLC: DFAT position timeline

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

BWM Planning, LLC held 102,496 DFAT 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 102,496 shares
    Change vs previous 13F +1,523 shares

    1.66% of the 13F portfolio, value $7,164,454.

    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 100,973 shares
    Change vs previous 13F -23,122 shares

    1.66% of the 13F portfolio, value $6,305,739.

    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 124,095 shares
    Change vs previous 13F -953 shares

    1.97% of the 13F portfolio, value $7,388,588.

    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 125,048 shares
    Change vs previous 13F +9,470 shares

    2.17% of the 13F portfolio, value $7,279,045.

    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 115,578 shares
    Change vs previous 13F -72,374 shares

    2.15% of the 13F portfolio, value $6,236,574.

    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 187,952 shares
    Change vs previous 13F -4,121 shares

    4.1% of the 13F portfolio, value $9,677,673.

    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 192,073 shares
    Change vs previous 13F -7,914 shares

    4.65% of the 13F portfolio, value $10,690,772.

    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 199,987 shares
    Change vs previous 13F not available

    4.94% of the 13F portfolio, value $11,125,252.

    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).