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Disclosery

Plan Group Financial, LLC: DFCF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Plan Group Financial, LLC on DFCF, newest first. How the timeline and the estimate are built.

Plan Group Financial, LLC held 20,336 DFCF shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,336 shares
    Change vs previous 13F -5,349 shares

    0.18% of the 13F portfolio, value $858,372.

    13F-HR 0001940033-26-000006 filed by Plan Group Financial, LLC
    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 25,685 shares
    Change vs previous 13F -15,022 shares

    0.25% of the 13F portfolio, value $1,084,406.

    13F-HR 0001940033-26-000004 filed by Plan Group Financial, LLC
    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 40,707 shares
    Change vs previous 13F -24,449 shares

    0.45% of the 13F portfolio, value $1,732,492.

    13F-HR 0001940033-26-000001 filed by Plan Group Financial, LLC
    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 65,156 shares
    Change vs previous 13F -32,201 shares

    0.75% of the 13F portfolio, value $2,786,087.

    13F-HR 0001940033-25-000007 filed by Plan Group Financial, LLC
    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 97,357 shares
    Change vs previous 13F -38,131 shares

    1.35% of the 13F portfolio, value $4,114,291.

    13F-HR 0001940033-25-000005 filed by Plan Group Financial, LLC
    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 135,488 shares
    Change vs previous 13F +13,373 shares

    2.03% of the 13F portfolio, value $5,698,636.

    13F-HR 0001940033-25-000003 filed by Plan Group Financial, LLC
    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 122,115 shares
    Change vs previous 13F +2,517 shares

    2.66% of the 13F portfolio, value $5,039,687.

    13F-HR 0001911391-25-000004 filed by Plan Group Financial, LLC
    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 119,598 shares
    Change vs previous 13F not available

    2.73% of the 13F portfolio, value $5,165,439.

    13F-HR 0001940033-24-000005 filed by Plan Group Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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