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Disclosery

Partners in Financial Planning: DFNM position timeline

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

Partners in Financial Planning held 19,112 DFNM 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 19,112 shares
    Change vs previous 13F +3,152 shares

    0.14% of the 13F portfolio, value $923,766.

    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 15,960 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $764,978.

    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).