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Disclosery

Elser Financial Planning, Inc: DFUS position timeline

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

Elser Financial Planning, Inc held 920,864 DFUS 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 920,864 shares
    Change vs previous 13F -10,167 shares

    3.27% of the 13F portfolio, value $75,455,617.

    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 931,031 shares
    Change vs previous 13F +888,265 shares

    3.21% of the 13F portfolio, value $66,039,653.

    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 42,766 shares
    Change vs previous 13F 0 shares

    2.29% of the 13F portfolio, value $3,171,954.

    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 42,766 shares
    Change vs previous 13F 0 shares

    3.73% of the 13F portfolio, value $3,097,969.

    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 42,766 shares
    Change vs previous 13F 0 shares

    3.57% of the 13F portfolio, value $2,866,177.

    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 42,766 shares
    Change vs previous 13F -960,357 shares

    3.58% of the 13F portfolio, value $2,586,488.

    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 1,003,123 shares
    Change vs previous 13F +960,357 shares

    4.67% of the 13F portfolio, value $63,949,109.

    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 42,766 shares
    Change vs previous 13F not available

    3.86% of the 13F portfolio, value $2,660,045.

    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).