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Donalies Financial Planning, LLC: DFAX position timeline

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

Donalies Financial Planning, LLC held 95,945 DFAX shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 95,945 shares
    Change vs previous 13F +151 shares

    2.61% of the 13F portfolio, value $3,534,631.

    13F-HR 0002111587-26-000003 filed by Donalies Financial 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 95,794 shares
    Change vs previous 13F +31 shares

    2.77% of the 13F portfolio, value $3,254,112.

    13F-HR 0002111587-26-000002 filed by Donalies Financial 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 95,763 shares
    Change vs previous 13F not available

    2.67% of the 13F portfolio, value $3,134,338.

    13F-HR 0002111587-26-000001 filed by Donalies Financial Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).