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Disclosery

Planning Center, Inc.: DFAS position timeline

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

Planning Center, Inc. held 300,501 DFAS 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 300,501 shares
    Change vs previous 13F +34 shares

    2.33% of the 13F portfolio, value $24,743,239.

    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 300,467 shares
    Change vs previous 13F -12,679 shares

    2.17% of the 13F portfolio, value $21,372,233.

    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 313,146 shares
    Change vs previous 13F -20,356 shares

    2.23% of the 13F portfolio, value $21,816,910.

    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 333,502 shares
    Change vs previous 13F -646 shares

    2.4% of the 13F portfolio, value $22,831,564.

    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 334,148 shares
    Change vs previous 13F +22,178 shares

    2.35% of the 13F portfolio, value $21,288,590.

    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 311,970 shares
    Change vs previous 13F +1,739 shares

    2.21% of the 13F portfolio, value $18,640,213.

    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 310,231 shares
    Change vs previous 13F -8,539 shares

    2.56% of the 13F portfolio, value $20,189,809.

    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 318,770 shares
    Change vs previous 13F not available

    2.55% of the 13F portfolio, value $20,675,419.

    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).