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Disclosery

Planning Center, Inc.: DFSI position timeline

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

Planning Center, Inc. held 185,179 DFSI 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 185,179 shares
    Change vs previous 13F +3,388 shares

    0.79% of the 13F portfolio, value $8,351,573.

    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 181,791 shares
    Change vs previous 13F -8,629 shares

    0.78% of the 13F portfolio, value $7,707,938.

    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 190,420 shares
    Change vs previous 13F -17,513 shares

    0.83% of the 13F portfolio, value $8,158,546.

    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 207,933 shares
    Change vs previous 13F -1,421 shares

    0.89% of the 13F portfolio, value $8,514,877.

    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 209,354 shares
    Change vs previous 13F +1,212 shares

    0.91% of the 13F portfolio, value $8,250,641.

    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 208,142 shares
    Change vs previous 13F +11,082 shares

    0.86% of the 13F portfolio, value $7,262,074.

    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 197,060 shares
    Change vs previous 13F -5,285 shares

    0.82% of the 13F portfolio, value $6,473,421.

    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 202,345 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $7,230,839.

    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).