Partners in Financial Planning: DFIS position timeline

Partners in Financial Planning held 12,793 DFIS 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 12,793 shares

   Change vs previous 13F +382 shares

   0.07% of the 13F portfolio, value $448,155.

   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 12,411 shares

   Change vs previous 13F +8 shares

   0.07% of the 13F portfolio, value $417,878.

   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 12,403 shares

   Change vs previous 13F +40 shares

   0.07% of the 13F portfolio, value $408,555.

   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 12,363 shares

   Change vs previous 13F +30 shares

   0.07% of the 13F portfolio, value $391,044.

   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 12,333 shares

   Change vs previous 13F not available

   0.07% of the 13F portfolio, value $368,031.

   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).