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Disclosery

Planning Center, Inc.: DFSU position timeline

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

Planning Center, Inc. held 186,762 DFSU 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 186,762 shares
    Change vs previous 13F +2,019 shares

    0.82% of the 13F portfolio, value $8,708,712.

    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 184,743 shares
    Change vs previous 13F +2,081 shares

    0.77% of the 13F portfolio, value $7,591,090.

    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 182,662 shares
    Change vs previous 13F -20,972 shares

    0.81% of the 13F portfolio, value $7,933,011.

    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 203,634 shares
    Change vs previous 13F -3,752 shares

    0.91% of the 13F portfolio, value $8,648,865.

    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 207,386 shares
    Change vs previous 13F +11,758 shares

    0.9% of the 13F portfolio, value $8,139,901.

    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 195,628 shares
    Change vs previous 13F +8,968 shares

    0.83% of the 13F portfolio, value $7,005,439.

    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 186,660 shares
    Change vs previous 13F -15,706 shares

    0.9% of the 13F portfolio, value $7,074,414.

    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 202,366 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $7,523,968.

    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).