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Disclosery

Planning Center, Inc.: DFIS position timeline

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

Planning Center, Inc. held 413,172 DFIS 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 413,172 shares
    Change vs previous 13F +1,541 shares

    1.37% of the 13F portfolio, value $14,473,415.

    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 411,631 shares
    Change vs previous 13F -20,729 shares

    1.4% of the 13F portfolio, value $13,859,616.

    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 432,360 shares
    Change vs previous 13F -32,169 shares

    1.45% of the 13F portfolio, value $14,241,938.

    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 464,529 shares
    Change vs previous 13F -4,382 shares

    1.54% of the 13F portfolio, value $14,693,052.

    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 468,911 shares
    Change vs previous 13F -8,238 shares

    1.55% of the 13F portfolio, value $13,992,304.

    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 477,149 shares
    Change vs previous 13F +20,618 shares

    1.46% of the 13F portfolio, value $12,329,530.

    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 456,531 shares
    Change vs previous 13F +2,070 shares

    1.42% of the 13F portfolio, value $11,210,125.

    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 454,461 shares
    Change vs previous 13F not available

    1.5% of the 13F portfolio, value $12,193,189.

    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).