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Disclosery

Prism Planning Partners LLC: DFIV position timeline

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

Prism Planning Partners LLC held 52,411 DFIV 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 52,411 shares
    Change vs previous 13F +3,416 shares

    3% of the 13F portfolio, value $2,831,269.

    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 48,995 shares
    Change vs previous 13F -554 shares

    3.06% of the 13F portfolio, value $2,585,970.

    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 49,549 shares
    Change vs previous 13F not available

    2.77% of the 13F portfolio, value $2,472,514.

    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).