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Disclosery

Planning Center, Inc.: DFAC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Planning Center, Inc. on DFAC, newest first. How the timeline and the estimate are built.

Planning Center, Inc. held 1,868,514 DFAC shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,868,514 shares
    Change vs previous 13F -9,459 shares

    7.82% of the 13F portfolio, value $82,887,261.

    13F-HR 0001910966-26-000005 filed by Planning Center, Inc.
    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 1,877,973 shares
    Change vs previous 13F -43,687 shares

    7.39% of the 13F portfolio, value $72,978,017.

    13F-HR 0001910966-26-000003 filed by Planning Center, Inc.
    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 1,921,660 shares
    Change vs previous 13F -148,446 shares

    7.77% of the 13F portfolio, value $76,078,500.

    13F-HR 0001910966-26-000001 filed by Planning Center, Inc.
    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 2,070,106 shares
    Change vs previous 13F -24,644 shares

    8.38% of the 13F portfolio, value $79,843,973.

    13F-HR 0001910966-25-000008 filed by Planning Center, Inc.
    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 2,094,750 shares
    Change vs previous 13F +71,994 shares

    8.3% of the 13F portfolio, value $75,075,848.

    13F-HR 0001910966-25-000007 filed by Planning Center, Inc.
    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 2,022,756 shares
    Change vs previous 13F -65 shares

    7.9% of the 13F portfolio, value $66,730,711.

    13F-HR 0001910966-25-000003 filed by Planning Center, Inc.
    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 2,022,821 shares
    Change vs previous 13F -47,113 shares

    8.88% of the 13F portfolio, value $69,969,392.

    13F-HR 0001910966-25-000001 filed by Planning Center, Inc.
    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 2,069,934 shares
    Change vs previous 13F not available

    8.74% of the 13F portfolio, value $70,978,034.

    13F-HR 0001910966-24-000007 filed by Planning Center, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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