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Golden Bell Financial Planning LLC: DFEV position timeline

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

Golden Bell Financial Planning LLC held 86,555 DFEV shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 86,555 shares
    Change vs previous 13F +1,262 shares

    2.72% of the 13F portfolio, value $3,693,056.

    13F-HR 0002044309-26-000006 filed by Golden Bell Financial Planning LLC
    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 85,293 shares
    Change vs previous 13F +5,500 shares

    2.43% of the 13F portfolio, value $3,051,775.

    13F-HR 0002044309-26-000004 filed by Golden Bell Financial Planning LLC
    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 79,793 shares
    Change vs previous 13F +6,393 shares

    2.24% of the 13F portfolio, value $2,692,227.

    13F-HR 0002044309-26-000001 filed by Golden Bell Financial Planning LLC
    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 73,400 shares
    Change vs previous 13F +6,825 shares

    2.03% of the 13F portfolio, value $2,340,728.

    13F-HR 0002044309-25-000007 filed by Golden Bell Financial Planning LLC
    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 66,575 shares
    Change vs previous 13F -254 shares

    1.88% of the 13F portfolio, value $1,996,579.

    13F-HR 0002044309-25-000004 filed by Golden Bell Financial Planning LLC
    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 66,829 shares
    Change vs previous 13F +17,112 shares

    1.76% of the 13F portfolio, value $1,807,722.

    13F-HR 0002044309-25-000003 filed by Golden Bell Financial Planning LLC
    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 49,717 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $1,303,083.

    13F-HR 0002044309-25-000002 filed by Golden Bell Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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