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Disclosery

Prism Planning Partners LLC: DFUS position timeline

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

Prism Planning Partners LLC held 16,806 DFUS 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 16,806 shares
    Change vs previous 13F +2,809 shares

    1.46% of the 13F portfolio, value $1,377,056.

    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 13,997 shares
    Change vs previous 13F +1 shares

    1.17% of the 13F portfolio, value $992,545.

    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 13,996 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $1,038,108.

    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).