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Disclosery

Financial Plan, Inc.: DFUS position timeline

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

Financial Plan, Inc. held 15,393 DFUS 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 15,393 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $1,261,302.

    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 15,393 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $1,091,518.

    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 15,393 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,141,699.

    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).