Partners in Financial Planning: DFAE position timeline

Partners in Financial Planning held 17,889 DFAE shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 17,889 shares

   Change vs previous 13F +345 shares

   0.11% of the 13F portfolio, value $719,316.

   13F-HR 0002054264-26-000004 filed by Partners in Financial Planning
   Filed 2026-08-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 17,544 shares

   Change vs previous 13F +2,794 shares

   0.1% of the 13F portfolio, value $594,039.

   13F-HR 0002054264-26-000002 filed by Partners in Financial Planning
   Filed 2026-05-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 14,750 shares

   Change vs previous 13F +95 shares

   0.08% of the 13F portfolio, value $480,418.

   13F-HR 0002054264-26-000001 filed by Partners in Financial Planning
   Filed 2026-02-02 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 14,655 shares

   Change vs previous 13F +106 shares

   0.08% of the 13F portfolio, value $462,075.

   13F-HR 0002054264-25-000023 filed by Partners in Financial Planning
   Filed 2025-11-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 14,549 shares

   Change vs previous 13F not available

   0.08% of the 13F portfolio, value $421,185.

   13F-HR 0002054264-25-000021 filed by Partners in Financial Planning
   Filed 2025-08-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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