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Disclosery

Financial Life Planners: DIA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Financial Life Planners on DIA, newest first. How the timeline and the estimate are built.

Financial Life Planners held 2,700 DIA shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,700 shares
    Change vs previous 13F -3 shares

    0.91% of the 13F portfolio, value $1,410,285.

    13F-HR 0002053368-26-000003 filed by Financial Life Planners
    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 2,703 shares
    Change vs previous 13F -179 shares

    0.96% of the 13F portfolio, value $1,252,188.

    13F-HR 0002053368-26-000002 filed by Financial Life Planners
    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 2,882 shares
    Change vs previous 13F +10 shares

    0.99% of the 13F portfolio, value $1,385,135.

    13F-HR 0002053368-26-000001 filed by Financial Life Planners
    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 2,872 shares
    Change vs previous 13F -186 shares

    0.89% of the 13F portfolio, value $1,331,739.

    13F-HR 0002053368-25-000005 filed by Financial Life Planners
    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 3,058 shares
    Change vs previous 13F -599 shares

    1.1% of the 13F portfolio, value $1,347,348.

    13F-HR 0002053368-25-000004 filed by Financial Life Planners
    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 3,657 shares
    Change vs previous 13F +70 shares

    1.49% of the 13F portfolio, value $1,535,555.

    13F-HR 0002053368-25-000002 filed by Financial Life Planners
    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 3,587 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $1,527,241.

    13F-HR 0002053368-25-000001 filed by Financial Life Planners
    Filed (acceptance time not in the bulk data set), ingested

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