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Disclosery

Financial Plan, Inc.: DFAX position timeline

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

Financial Plan, Inc. held 718,310 DFAX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 718,310 shares
    Change vs previous 13F -13,009 shares

    2.51% of the 13F portfolio, value $26,462,550.

    13F-HR 0002107584-26-000004 filed by Financial Plan, 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 731,319 shares
    Change vs previous 13F -7,291 shares

    2.66% of the 13F portfolio, value $24,842,915.

    13F-HR 0002107584-26-000002 filed by Financial Plan, 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 738,610 shares
    Change vs previous 13F not available

    2.78% of the 13F portfolio, value $24,174,713.

    13F-HR 0002107584-26-000001 filed by Financial Plan, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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