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Disclosery

Financial Plan, Inc.: DFCF position timeline

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

Financial Plan, Inc. held 576,998 DFCF 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 576,998 shares
    Change vs previous 13F +68,402 shares

    2.31% of the 13F portfolio, value $24,355,082.

    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 508,596 shares
    Change vs previous 13F +57,595 shares

    2.3% of the 13F portfolio, value $21,472,923.

    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 451,001 shares
    Change vs previous 13F not available

    2.2% of the 13F portfolio, value $19,194,617.

    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).