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Disclosery

Prism Planning Partners LLC: DFEM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Prism Planning Partners LLC on DFEM, newest first. How the timeline and the estimate are built.

Prism Planning Partners LLC held 148,271 DFEM shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 148,271 shares
    Change vs previous 13F +1,180 shares

    6.38% of the 13F portfolio, value $6,025,722.

    13F-HR 0002110534-26-000003 filed by Prism Planning Partners 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 147,091 shares
    Change vs previous 13F +4,617 shares

    6.01% of the 13F portfolio, value $5,082,010.

    13F-HR 0002110534-26-000002 filed by Prism Planning Partners 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 142,474 shares
    Change vs previous 13F not available

    5.29% of the 13F portfolio, value $4,713,037.

    13F-HR 0002110534-26-000001 filed by Prism Planning Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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