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Disclosery

Partners in Financial Planning: DFAX position timeline

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

Partners in Financial Planning held 25,113 DFAX 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 25,113 shares
    Change vs previous 13F +199 shares

    0.14% of the 13F portfolio, value $925,156.

    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 24,914 shares
    Change vs previous 13F +33 shares

    0.14% of the 13F portfolio, value $846,324.

    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 24,881 shares
    Change vs previous 13F +152 shares

    0.14% of the 13F portfolio, value $814,355.

    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 24,729 shares
    Change vs previous 13F -2,442 shares

    0.13% of the 13F portfolio, value $775,994.

    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 27,171 shares
    Change vs previous 13F +251 shares

    0.15% of the 13F portfolio, value $798,006.

    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 26,920 shares
    Change vs previous 13F +51 shares

    0.14% of the 13F portfolio, value $705,308.

    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 26,869 shares
    Change vs previous 13F -29 shares

    0.14% of the 13F portfolio, value $667,956.

    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 26,898 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $726,526.

    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).