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Disclosery

Planning Center, Inc.: DFGR position timeline

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

Planning Center, Inc. held 551,990 DFGR 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 551,990 shares
    Change vs previous 13F +4,883 shares

    1.51% of the 13F portfolio, value $15,991,150.

    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 547,107 shares
    Change vs previous 13F -2,182 shares

    1.47% of the 13F portfolio, value $14,542,104.

    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 549,289 shares
    Change vs previous 13F +11,298 shares

    1.48% of the 13F portfolio, value $14,512,215.

    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 537,991 shares
    Change vs previous 13F +15,588 shares

    1.54% of the 13F portfolio, value $14,692,534.

    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 522,403 shares
    Change vs previous 13F +13,057 shares

    1.55% of the 13F portfolio, value $14,016,072.

    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 509,346 shares
    Change vs previous 13F +15,744 shares

    1.58% of the 13F portfolio, value $13,375,426.

    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 493,602 shares
    Change vs previous 13F +4,080 shares

    1.6% of the 13F portfolio, value $12,606,595.

    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 489,522 shares
    Change vs previous 13F not available

    1.74% of the 13F portfolio, value $14,127,605.

    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).