Elser Financial Planning, Inc: DFSI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Elser Financial Planning, Inc on DFSI, newest first. How the timeline and the estimate are built.
Elser Financial Planning, Inc held 239,760 DFSI shares at 2026-06-30 per its 13F-HR filed 2026-07-14.
the latest 13F is the newest step
- period ended2026-06-3013F 239,760 sharesChange vs previous 13F +6,601 shares
0.47% of the 13F portfolio, value $10,813,176.
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 233,159 sharesChange vs previous 13F +233,159 shares
0.48% of the 13F portfolio, value $9,899,931.
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 ended2025-03-3113F 0 sharesChange vs previous 13F -222,505 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2024-12-3113F 222,505 sharesChange vs previous 13F +222,505 shares
0.53% of the 13F portfolio, value $7,309,289.
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 0 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.