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Disclosery

Partners in Financial Planning: DFIV position timeline

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

Partners in Financial Planning held 8,819 DFIV 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 8,819 shares
    Change vs previous 13F +84 shares

    0.07% of the 13F portfolio, value $476,397.

    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 8,735 shares
    Change vs previous 13F +6 shares

    0.08% of the 13F portfolio, value $461,031.

    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 8,729 shares
    Change vs previous 13F -833 shares

    0.07% of the 13F portfolio, value $435,586.

    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 9,562 shares
    Change vs previous 13F +20 shares

    0.08% of the 13F portfolio, value $440,991.

    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 9,542 shares
    Change vs previous 13F +80 shares

    0.08% of the 13F portfolio, value $408,668.

    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 9,462 shares
    Change vs previous 13F +16 shares

    0.07% of the 13F portfolio, value $372,439.

    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 9,446 shares
    Change vs previous 13F +41 shares

    0.07% of the 13F portfolio, value $335,159.

    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 9,405 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $358,124.

    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).