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Disclosery

Partners in Financial Planning: DFAT position timeline

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

Partners in Financial Planning held 18,138 DFAT 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 18,138 shares
    Change vs previous 13F -1,000 shares

    0.19% of the 13F portfolio, value $1,267,867.

    13F-HR 0002054264-26-000004 filed by Partners in Financial Planning
    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 19,138 shares
    Change vs previous 13F +31 shares

    0.2% of the 13F portfolio, value $1,195,164.

    13F-HR 0002054264-26-000002 filed by Partners in Financial Planning
    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 19,107 shares
    Change vs previous 13F +42 shares

    0.19% of the 13F portfolio, value $1,137,648.

    13F-HR 0002054264-26-000001 filed by Partners in Financial Planning
    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 19,065 shares
    Change vs previous 13F +49 shares

    0.19% of the 13F portfolio, value $1,109,801.

    13F-HR 0002054264-25-000023 filed by Partners in Financial Planning
    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 19,016 shares
    Change vs previous 13F +23 shares

    0.19% of the 13F portfolio, value $1,026,101.

    13F-HR 0002054264-25-000021 filed by Partners in Financial Planning
    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 18,993 shares
    Change vs previous 13F +32 shares

    0.2% of the 13F portfolio, value $977,929.

    13F-HR 0002054264-25-000011 filed by Partners in Financial Planning
    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 18,961 shares
    Change vs previous 13F +35 shares

    0.22% of the 13F portfolio, value $1,055,362.

    13F-HR 0002054264-25-000002 filed by Partners in Financial Planning
    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 18,926 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,052,836.

    13F-HR 0002054264-25-000003 filed by Partners in Financial Planning
    Filed (acceptance time not in the bulk data set), ingested

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