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Disclosery

Planning Center, Inc.: DFAT position timeline

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

Planning Center, Inc. held 467,301 DFAT 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 467,301 shares
    Change vs previous 13F -297 shares

    3.08% of the 13F portfolio, value $32,664,334.

    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 467,598 shares
    Change vs previous 13F +6,460 shares

    2.96% of the 13F portfolio, value $29,201,523.

    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 461,138 shares
    Change vs previous 13F -33,653 shares

    2.8% of the 13F portfolio, value $27,456,183.

    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 494,791 shares
    Change vs previous 13F -3,274 shares

    3.02% of the 13F portfolio, value $28,801,798.

    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 498,065 shares
    Change vs previous 13F +41,667 shares

    2.97% of the 13F portfolio, value $26,875,566.

    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 456,398 shares
    Change vs previous 13F +10,062 shares

    2.78% of the 13F portfolio, value $23,499,925.

    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 446,336 shares
    Change vs previous 13F -7,210 shares

    3.15% of the 13F portfolio, value $24,843,039.

    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 453,546 shares
    Change vs previous 13F not available

    3.11% of the 13F portfolio, value $25,230,767.

    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).