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Disclosery

Planning Center, Inc.: DFEM position timeline

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

Planning Center, Inc. held 450,063 DFEM 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 450,063 shares
    Change vs previous 13F -31,683 shares

    1.73% of the 13F portfolio, value $18,290,560.

    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 481,746 shares
    Change vs previous 13F -9,744 shares

    1.69% of the 13F portfolio, value $16,644,324.

    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 491,490 shares
    Change vs previous 13F -45,810 shares

    1.66% of the 13F portfolio, value $16,258,489.

    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 537,300 shares
    Change vs previous 13F -2,288 shares

    1.81% of the 13F portfolio, value $17,231,211.

    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 539,588 shares
    Change vs previous 13F +6,435 shares

    1.77% of the 13F portfolio, value $16,014,972.

    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 533,153 shares
    Change vs previous 13F +24,997 shares

    1.67% of the 13F portfolio, value $14,107,228.

    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 508,156 shares
    Change vs previous 13F +2,493 shares

    1.69% of the 13F portfolio, value $13,308,606.

    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 505,663 shares
    Change vs previous 13F not available

    1.75% of the 13F portfolio, value $14,234,413.

    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).