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Golden Bell Financial Planning LLC: DFLV position timeline

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

Golden Bell Financial Planning LLC held 282,956 DFLV 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 282,956 shares
    Change vs previous 13F +7,596 shares

    8.23% of the 13F portfolio, value $11,188,086.

    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 275,360 shares
    Change vs previous 13F +14,277 shares

    7.84% of the 13F portfolio, value $9,833,111.

    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 261,083 shares
    Change vs previous 13F +38,667 shares

    7.44% of the 13F portfolio, value $8,931,654.

    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 222,416 shares
    Change vs previous 13F +15,343 shares

    6.36% of the 13F portfolio, value $7,317,491.

    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 207,073 shares
    Change vs previous 13F +20,091 shares

    6.05% of the 13F portfolio, value $6,423,409.

    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 186,982 shares
    Change vs previous 13F +13,060 shares

    5.55% of the 13F portfolio, value $5,716,044.

    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 173,922 shares
    Change vs previous 13F not available

    5.25% of the 13F portfolio, value $5,222,882.

    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).