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Disclosery

Donalies Financial Planning, LLC: DFSI position timeline

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

Donalies Financial Planning, LLC held 100,617 DFSI 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 100,617 shares
    Change vs previous 13F -1,372 shares

    3.34% of the 13F portfolio, value $4,537,827.

    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 101,989 shares
    Change vs previous 13F -647 shares

    3.69% of the 13F portfolio, value $4,324,334.

    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 102,636 shares
    Change vs previous 13F not available

    3.74% of the 13F portfolio, value $4,397,440.

    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).