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Disclosery

BWM Planning, LLC: DFNM position timeline

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

BWM Planning, LLC held 68,662 DFNM 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 68,662 shares
    Change vs previous 13F +8,723 shares

    0.77% of the 13F portfolio, value $3,318,763.

    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 59,939 shares
    Change vs previous 13F +15,867 shares

    0.76% of the 13F portfolio, value $2,872,883.

    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 44,072 shares
    Change vs previous 13F +33,346 shares

    0.57% of the 13F portfolio, value $2,122,945.

    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 10,726 shares
    Change vs previous 13F +5,665 shares

    0.15% of the 13F portfolio, value $514,625.

    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 5,061 shares
    Change vs previous 13F -1,792 shares

    0.08% of the 13F portfolio, value $240,045.

    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 6,853 shares
    Change vs previous 13F -537 shares

    0.14% of the 13F portfolio, value $326,008.

    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 7,390 shares
    Change vs previous 13F +717 shares

    0.15% of the 13F portfolio, value $353,003.

    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 6,673 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $323,931.

    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).