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Disclosery

Planning Center, Inc.: DUSB position timeline

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

Planning Center, Inc. held 3,678,554 DUSB 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 3,678,554 shares
    Change vs previous 13F +125,927 shares

    17.63% of the 13F portfolio, value $186,796,972.

    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 3,552,627 shares
    Change vs previous 13F +135,805 shares

    18.25% of the 13F portfolio, value $180,153,715.

    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 3,416,822 shares
    Change vs previous 13F +346,870 shares

    17.67% of the 13F portfolio, value $173,062,034.

    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 3,069,952 shares
    Change vs previous 13F +140,752 shares

    16.36% of the 13F portfolio, value $155,892,163.

    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 2,929,200 shares
    Change vs previous 13F +127,761 shares

    16.44% of the 13F portfolio, value $148,656,900.

    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 2,801,439 shares
    Change vs previous 13F +305,829 shares

    16.82% of the 13F portfolio, value $142,117,000.

    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 2,495,610 shares
    Change vs previous 13F +24,926 shares

    16.02% of the 13F portfolio, value $126,252,910.

    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 2,470,684 shares
    Change vs previous 13F not available

    15.45% of the 13F portfolio, value $125,436,627.

    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).