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Disclosery

BWM Planning, LLC: DFGR position timeline

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

BWM Planning, LLC held 32,339 DFGR 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 32,339 shares
    Change vs previous 13F +4,797 shares

    0.22% of the 13F portfolio, value $936,861.

    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 27,542 shares
    Change vs previous 13F -25,137 shares

    0.19% of the 13F portfolio, value $732,056.

    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 52,679 shares
    Change vs previous 13F +2,904 shares

    0.37% of the 13F portfolio, value $1,391,785.

    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 49,775 shares
    Change vs previous 13F +14,656 shares

    0.4% of the 13F portfolio, value $1,359,345.

    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 35,119 shares
    Change vs previous 13F +8,032 shares

    0.32% of the 13F portfolio, value $942,248.

    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 27,087 shares
    Change vs previous 13F -5,181 shares

    0.3% of the 13F portfolio, value $711,307.

    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 32,268 shares
    Change vs previous 13F -16,687 shares

    0.36% of the 13F portfolio, value $824,115.

    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 48,955 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $1,412,841.

    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).