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PLANWISER FINANCIAL, LLC: DFAI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PLANWISER FINANCIAL, LLC on DFAI, newest first. How the timeline and the estimate are built.

PLANWISER FINANCIAL, LLC held 92,813 DFAI shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 92,813 shares
    Change vs previous 13F -72,605 shares

    2.66% of the 13F portfolio, value $3,828,536.

    13F-HR 0002043741-26-000001 filed by PLANWISER FINANCIAL, LLC
    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 165,418 shares
    Change vs previous 13F -926 shares

    4.95% of the 13F portfolio, value $6,836,726.

    13F-HR 0001986152-26-000083 filed by PLANWISER FINANCIAL, LLC
    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/A 166,344 shares
    Change vs previous 13F +72,651 shares

    4.91% of the 13F portfolio, value $6,563,934.

    13F-HR/A 0001986152-26-000035 filed by PLANWISER FINANCIAL, LLC
    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 93,693 shares
    Change vs previous 13F -102,465 shares

    2.72% of the 13F portfolio, value $3,431,038.

    13F-HR 0001986152-25-000105 filed by PLANWISER FINANCIAL, LLC
    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 196,158 shares
    Change vs previous 13F +105,111 shares

    5.8% of the 13F portfolio, value $6,800,793.

    13F-HR 0001986152-25-000068 filed by PLANWISER FINANCIAL, LLC
    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 91,047 shares
    Change vs previous 13F not available

    2.7% of the 13F portfolio, value $2,981,785.

    13F-HR 0002043741-25-000001 filed by PLANWISER FINANCIAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).