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Hoxton Planning & Management, LLC: DFIC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Hoxton Planning & Management, LLC on DFIC, newest first. How the timeline and the estimate are built.

Hoxton Planning & Management, LLC held 18,704 DFIC shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,704 shares
    Change vs previous 13F -822 shares

    0.18% of the 13F portfolio, value $696,911.

    13F-HR 0001954782-26-000007 filed by Hoxton Planning & Management, 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 19,526 shares
    Change vs previous 13F -4,244 shares

    0.21% of the 13F portfolio, value $693,759.

    13F-HR 0001954782-26-000002 filed by Hoxton Planning & Management, 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 23,770 shares
    Change vs previous 13F -2,682 shares

    0.24% of the 13F portfolio, value $819,114.

    13F-HR 0001954782-26-000001 filed by Hoxton Planning & Management, 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 26,452 shares
    Change vs previous 13F -2,557 shares

    0.28% of the 13F portfolio, value $867,361.

    13F-HR 0001954782-25-000009 filed by Hoxton Planning & Management, 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 29,009 shares
    Change vs previous 13F -99 shares

    0.31% of the 13F portfolio, value $901,890.

    13F-HR 0001954782-25-000006 filed by Hoxton Planning & Management, 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 29,108 shares
    Change vs previous 13F -16,402 shares

    0.31% of the 13F portfolio, value $808,329.

    13F-HR 0001954782-25-000005 filed by Hoxton Planning & Management, 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 45,510 shares
    Change vs previous 13F -425 shares

    0.45% of the 13F portfolio, value $1,176,206.

    13F-HR 0001954782-25-000008 filed by Hoxton Planning & Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 45,935 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $1,292,611.

    13F-HR 0001954782-24-000005 filed by Hoxton Planning & Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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