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Disclosery

Planning Center, Inc.: DFSB position timeline

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

Planning Center, Inc. held 193,316 DFSB 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 193,316 shares
    Change vs previous 13F +4,357 shares

    0.95% of the 13F portfolio, value $10,073,697.

    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 188,959 shares
    Change vs previous 13F +4,748 shares

    0.99% of the 13F portfolio, value $9,777,268.

    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 184,211 shares
    Change vs previous 13F +24,624 shares

    0.97% of the 13F portfolio, value $9,542,130.

    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 159,587 shares
    Change vs previous 13F +909 shares

    0.89% of the 13F portfolio, value $8,501,199.

    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 158,678 shares
    Change vs previous 13F +11,450 shares

    0.92% of the 13F portfolio, value $8,319,488.

    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 147,228 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $7,582,242.

    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).