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Elser Financial Planning, Inc: DFIC position timeline

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

Elser Financial Planning, Inc held 2,207,216 DFIC shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,207,216 shares
    Change vs previous 13F +36,783 shares

    3.57% of the 13F portfolio, value $82,240,865.

    13F-HR 0002085853-26-000729 filed by Elser Financial Planning, Inc
    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 2,170,433 shares
    Change vs previous 13F +2,170,433 shares

    3.75% of the 13F portfolio, value $77,223,969.

    13F-HR 0002085853-26-000387 filed by Elser Financial Planning, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -2,022,479,247 shares

    13F-HR 0001754960-25-000232 filed by Elser Financial Planning, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2024-12-31
    13F 2,022,479,247 shares
    Change vs previous 13F +2,022,479,247 shares

    13F-HR 0001754960-25-000077 filed by Elser Financial Planning, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Percent of portfolio not computed: a value is missing or excluded from ratios (H1, H10).

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

  5. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0001754960-24-000503 filed by Elser Financial Planning, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.