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Disclosery

BWM Planning, LLC: DFUS position timeline

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

BWM Planning, LLC held 19,330 DFUS 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 19,330 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $1,583,889.

    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 19,330 shares
    Change vs previous 13F 0 shares

    0.36% of the 13F portfolio, value $1,370,680.

    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 19,330 shares
    Change vs previous 13F 0 shares

    0.38% of the 13F portfolio, value $1,433,696.

    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 19,330 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $1,400,255.

    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 19,330 shares
    Change vs previous 13F +365 shares

    0.45% of the 13F portfolio, value $1,295,487.

    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 18,965 shares
    Change vs previous 13F -186 shares

    0.49% of the 13F portfolio, value $1,146,995.

    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 19,151 shares
    Change vs previous 13F +755 shares

    0.53% of the 13F portfolio, value $1,220,867.

    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 18,396 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $1,144,223.

    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).