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Disclosery

Planning Center, Inc.: DFSD position timeline

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

Planning Center, Inc. held 2,904,314 DFSD 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 2,904,314 shares
    Change vs previous 13F +96,059 shares

    13.09% of the 13F portfolio, value $138,680,994.

    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 2,808,255 shares
    Change vs previous 13F +114,315 shares

    13.62% of the 13F portfolio, value $134,459,249.

    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 2,693,940 shares
    Change vs previous 13F +270,402 shares

    13.19% of the 13F portfolio, value $129,174,423.

    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 2,423,538 shares
    Change vs previous 13F +97,586 shares

    12.26% of the 13F portfolio, value $116,790,296.

    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 2,325,952 shares
    Change vs previous 13F +60,699 shares

    12.35% of the 13F portfolio, value $111,668,956.

    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 2,265,253 shares
    Change vs previous 13F +217,856 shares

    12.74% of the 13F portfolio, value $107,644,823.

    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 2,047,397 shares
    Change vs previous 13F +35,053 shares

    12.18% of the 13F portfolio, value $95,981,971.

    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 2,012,344 shares
    Change vs previous 13F not available

    11.84% of the 13F portfolio, value $96,069,303.

    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).