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Disclosery

Planning Center, Inc.: DIHP position timeline

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

Planning Center, Inc. held 1,864,060 DIHP 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 1,864,060 shares
    Change vs previous 13F +36,817 shares

    6% of the 13F portfolio, value $63,611,054.

    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 1,827,243 shares
    Change vs previous 13F -28,836 shares

    5.96% of the 13F portfolio, value $58,873,769.

    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 1,856,079 shares
    Change vs previous 13F -125,662 shares

    6% of the 13F portfolio, value $58,772,748.

    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 1,981,741 shares
    Change vs previous 13F +30,585 shares

    6.32% of the 13F portfolio, value $60,235,023.

    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 1,951,156 shares
    Change vs previous 13F -14,903 shares

    6.36% of the 13F portfolio, value $57,539,590.

    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 1,966,059 shares
    Change vs previous 13F +76,102 shares

    6.27% of the 13F portfolio, value $52,965,629.

    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 1,889,957 shares
    Change vs previous 13F +43,290 shares

    6.05% of the 13F portfolio, value $47,683,615.

    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 1,846,667 shares
    Change vs previous 13F not available

    6.3% of the 13F portfolio, value $51,152,676.

    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).