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Financial Planning Navigators CORP: DFEM position timeline

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

Financial Planning Navigators CORP held 450,591 DFEM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 450,591 shares
    Change vs previous 13F -29,167 shares

    6.85% of the 13F portfolio, value $18,312,035.

    13F-HR 0002102043-26-000004 filed by Financial Planning Navigators CORP
    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 479,758 shares
    Change vs previous 13F +6,111 shares

    7.27% of the 13F portfolio, value $16,575,635.

    13F-HR 0002102043-26-000002 filed by Financial Planning Navigators CORP
    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 473,647 shares
    Change vs previous 13F not available

    7.19% of the 13F portfolio, value $15,668,237.

    13F-HR 0002102043-26-000001 filed by Financial Planning Navigators CORP
    Filed (acceptance time not in the bulk data set), ingested

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