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BWM Planning, LLC: DFCF position timeline

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

BWM Planning, LLC held 370,444 DFCF 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 370,444 shares
    Change vs previous 13F +29,803 shares

    3.63% of the 13F portfolio, value $15,636,456.

    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 340,641 shares
    Change vs previous 13F +28,945 shares

    3.79% of the 13F portfolio, value $14,381,844.

    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 311,696 shares
    Change vs previous 13F +36,129 shares

    3.54% of the 13F portfolio, value $13,265,766.

    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 275,567 shares
    Change vs previous 13F +52,824 shares

    3.51% of the 13F portfolio, value $11,783,253.

    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 222,743 shares
    Change vs previous 13F +35,392 shares

    3.24% of the 13F portfolio, value $9,413,124.

    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 187,351 shares
    Change vs previous 13F +8,428 shares

    3.33% of the 13F portfolio, value $7,879,975.

    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 178,923 shares
    Change vs previous 13F +28,751 shares

    3.21% of the 13F portfolio, value $7,384,165.

    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 150,172 shares
    Change vs previous 13F not available

    2.88% of the 13F portfolio, value $6,485,908.

    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).