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Disclosery

Planning Center, Inc.: DFSE position timeline

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

Planning Center, Inc. held 35,784 DFSE 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 35,784 shares
    Change vs previous 13F -589 shares

    0.17% of the 13F portfolio, value $1,749,104.

    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 36,373 shares
    Change vs previous 13F -1,254 shares

    0.16% of the 13F portfolio, value $1,541,113.

    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 37,627 shares
    Change vs previous 13F -3,554 shares

    0.16% of the 13F portfolio, value $1,560,768.

    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 41,181 shares
    Change vs previous 13F -946 shares

    0.18% of the 13F portfolio, value $1,692,127.

    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 42,127 shares
    Change vs previous 13F +1,273 shares

    0.18% of the 13F portfolio, value $1,603,354.

    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 40,854 shares
    Change vs previous 13F -1,803 shares

    0.16% of the 13F portfolio, value $1,375,963.

    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 42,657 shares
    Change vs previous 13F -1,435 shares

    0.18% of the 13F portfolio, value $1,413,282.

    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 44,092 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,561,739.

    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).