Skip to content
Disclosery

Elser Financial Planning, Inc: DFIV position timeline

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

Elser Financial Planning, Inc held 14,325 DFIV 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 14,325 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $773,837.

    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 14,325 shares
    Change vs previous 13F +6,536 shares

    0.04% of the 13F portfolio, value $755,975.

    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 ended2025-12-31
    13F 7,789 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $388,671.

    13F-HR 0001754960-26-000078 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).

  4. period ended2025-09-30
    13F 7,789 shares
    Change vs previous 13F 0 shares

    0.43% of the 13F portfolio, value $359,229.

    13F-HR 0001754960-25-000711 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).

  5. period ended2025-06-30
    13F/A 7,789 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $333,603.

    13F-HR/A 0001754960-25-000447 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).

  6. period ended2025-03-31
    13F 7,789 shares
    Change vs previous 13F -13,710 shares

    0.42% of the 13F portfolio, value $306,575.

    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).

  7. period ended2024-12-31
    13F 21,499 shares
    Change vs previous 13F +13,710 shares

    0.06% of the 13F portfolio, value $762,785.

    13F-HR 0001754960-25-000077 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).

  8. period ended2024-09-30
    13F 7,789 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $296,605.

    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).