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Disclosery

Planning Center, Inc.: DFAX position timeline

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

Planning Center, Inc. held 2,391,457 DFAX 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 2,391,457 shares
    Change vs previous 13F -42,566 shares

    8.31% of the 13F portfolio, value $88,101,288.

    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 2,434,023 shares
    Change vs previous 13F -174,690 shares

    8.38% of the 13F portfolio, value $82,683,754.

    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 2,608,713 shares
    Change vs previous 13F -197,376 shares

    8.72% of the 13F portfolio, value $85,383,180.

    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 2,806,089 shares
    Change vs previous 13F -44,453 shares

    9.24% of the 13F portfolio, value $88,055,077.

    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 2,850,542 shares
    Change vs previous 13F -65,764 shares

    9.26% of the 13F portfolio, value $83,720,423.

    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 2,916,306 shares
    Change vs previous 13F +1,559 shares

    9.04% of the 13F portfolio, value $76,407,229.

    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 2,914,747 shares
    Change vs previous 13F +37,252 shares

    9.19% of the 13F portfolio, value $72,460,614.

    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 2,877,495 shares
    Change vs previous 13F not available

    9.58% of the 13F portfolio, value $77,721,132.

    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).