Elser Financial Planning, Inc: DFAX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Elser Financial Planning, Inc on DFAX, newest first. How the timeline and the estimate are built.
Elser Financial Planning, Inc held 513,837 DFAX shares at 2026-06-30 per its 13F-HR filed 2026-07-14.
the latest 13F is the newest step
- period ended2026-06-3013F 513,837 sharesChange vs previous 13F -4,183 shares
0.82% of the 13F portfolio, value $18,929,751.
13F-HR 0002085853-26-000729 filed by Elser Financial Planning, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 518,020 sharesChange vs previous 13F +495,717 shares
0.85% of the 13F portfolio, value $17,582,253.
13F-HR 0002085853-26-000387 filed by Elser Financial Planning, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 22,303 sharesChange vs previous 13F 0 shares
0.53% of the 13F portfolio, value $729,977.
13F-HR 0001754960-26-000078 filed by Elser Financial Planning, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 22,303 sharesChange vs previous 13F 0 shares
0.84% of the 13F portfolio, value $699,868.
13F-HR 0001754960-25-000711 filed by Elser Financial Planning, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F/A 22,303 sharesChange vs previous 13F 0 shares
0.82% of the 13F portfolio, value $655,039.
13F-HR/A 0001754960-25-000447 filed by Elser Financial Planning, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 22,303 sharesChange vs previous 13F -536,860 shares
0.81% of the 13F portfolio, value $584,339.
13F-HR 0001754960-25-000232 filed by Elser Financial Planning, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 559,163 sharesChange vs previous 13F +536,860 shares
1.02% of the 13F portfolio, value $13,900,792.
13F-HR 0001754960-25-000077 filed by Elser Financial Planning, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 22,303 sharesChange vs previous 13F not available
0.87% of the 13F portfolio, value $602,404.
13F-HR 0001754960-24-000503 filed by Elser Financial Planning, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).