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Disclosery

Planning Center, Inc.: DISV position timeline

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

Planning Center, Inc. held 697,483 DISV 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 697,483 shares
    Change vs previous 13F +9,025 shares

    2.64% of the 13F portfolio, value $27,989,993.

    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 688,458 shares
    Change vs previous 13F -43,813 shares

    2.75% of the 13F portfolio, value $27,152,784.

    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 732,271 shares
    Change vs previous 13F -79,886 shares

    2.84% of the 13F portfolio, value $27,826,298.

    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 812,157 shares
    Change vs previous 13F -17,832 shares

    3.04% of the 13F portfolio, value $28,985,883.

    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 829,989 shares
    Change vs previous 13F -32,796 shares

    3.02% of the 13F portfolio, value $27,314,938.

    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 862,785 shares
    Change vs previous 13F +39,616 shares

    2.97% of the 13F portfolio, value $25,124,299.

    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 823,169 shares
    Change vs previous 13F +5,558 shares

    2.77% of the 13F portfolio, value $21,871,600.

    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 817,611 shares
    Change vs previous 13F not available

    2.93% of the 13F portfolio, value $23,759,776.

    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).