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Disclosery

Laurel Wealth Planning LLC: DFSI position timeline

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

Laurel Wealth Planning LLC held 107,963 DFSI shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 107,963 shares
    Change vs previous 13F +13,069 shares

    2.15% of the 13F portfolio, value $4,869,132.

    13F-HR 0002063364-26-000236 filed by Laurel Wealth 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 94,894 shares
    Change vs previous 13F not available

    2.12% of the 13F portfolio, value $4,023,506.

    13F-HR 0002063364-26-000114 filed by Laurel Wealth Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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