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Disclosery

Donalies Financial Planning, LLC: DFUS position timeline

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

Donalies Financial Planning, LLC held 38,422 DFUS 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 38,422 shares
    Change vs previous 13F -41 shares

    2.32% of the 13F portfolio, value $3,148,299.

    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 38,463 shares
    Change vs previous 13F -257 shares

    2.32% of the 13F portfolio, value $2,727,411.

    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 38,720 shares
    Change vs previous 13F not available

    2.45% of the 13F portfolio, value $2,871,862.

    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).