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Disclosery

Planning Center, Inc.: DFIV position timeline

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

Planning Center, Inc. held 673,128 DFIV 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 673,128 shares
    Change vs previous 13F -753 shares

    3.43% of the 13F portfolio, value $36,362,359.

    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 673,881 shares
    Change vs previous 13F -73,006 shares

    3.6% of the 13F portfolio, value $35,567,437.

    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 746,887 shares
    Change vs previous 13F -73,827 shares

    3.81% of the 13F portfolio, value $37,269,682.

    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 820,714 shares
    Change vs previous 13F -17,473 shares

    3.97% of the 13F portfolio, value $37,851,352.

    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 838,187 shares
    Change vs previous 13F -26,649 shares

    3.97% of the 13F portfolio, value $35,899,554.

    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 864,836 shares
    Change vs previous 13F -22,993 shares

    4.03% of the 13F portfolio, value $34,039,951.

    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 887,829 shares
    Change vs previous 13F +6,603 shares

    4% of the 13F portfolio, value $31,500,175.

    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 881,226 shares
    Change vs previous 13F not available

    4.13% of the 13F portfolio, value $33,557,084.

    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).