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Disclosery

Planning Center, Inc.: DFUV position timeline

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

Planning Center, Inc. held 699,135 DFUV 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 699,135 shares
    Change vs previous 13F -12,213 shares

    3.63% of the 13F portfolio, value $38,459,392.

    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 711,348 shares
    Change vs previous 13F -46,786 shares

    3.49% of the 13F portfolio, value $34,471,908.

    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 758,134 shares
    Change vs previous 13F -40,722 shares

    3.61% of the 13F portfolio, value $35,321,478.

    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 798,856 shares
    Change vs previous 13F +1,775 shares

    3.75% of the 13F portfolio, value $35,700,852.

    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 797,081 shares
    Change vs previous 13F +25,994 shares

    3.73% of the 13F portfolio, value $33,700,572.

    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 771,087 shares
    Change vs previous 13F -3,389 shares

    3.76% of the 13F portfolio, value $31,776,487.

    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 774,476 shares
    Change vs previous 13F -9,708 shares

    4.02% of the 13F portfolio, value $31,691,556.

    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 784,184 shares
    Change vs previous 13F not available

    4.03% of the 13F portfolio, value $32,692,618.

    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).