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RCS Financial Planning, LLC: DFAE position timeline

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

RCS Financial Planning, LLC held 26,199 DFAE shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,199 shares
    Change vs previous 13F -1,408 shares

    0.5% of the 13F portfolio, value $1,053,466.

    13F-HR 0001963347-26-000003 filed by RCS Financial Planning, 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 27,607 shares
    Change vs previous 13F -603 shares

    0.48% of the 13F portfolio, value $934,773.

    13F-HR 0001963347-26-000002 filed by RCS Financial Planning, 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 28,210 shares
    Change vs previous 13F -4,948 shares

    0.4% of the 13F portfolio, value $918,795.

    13F-HR 0001963347-26-000001 filed by RCS Financial Planning, 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 33,158 shares
    Change vs previous 13F -2,663 shares

    0.46% of the 13F portfolio, value $1,045,469.

    13F-HR 0001963347-25-000003 filed by RCS Financial Planning, 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 35,821 shares
    Change vs previous 13F -53,426 shares

    0.52% of the 13F portfolio, value $1,037,014.

    13F-HR 0001085146-25-004205 filed by RCS Financial Planning, 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 89,247 shares
    Change vs previous 13F -5,556 shares

    1.22% of the 13F portfolio, value $2,310,600.

    13F-HR 0001085146-25-002334 filed by RCS Financial Planning, LLC
    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 94,803 shares
    Change vs previous 13F -9,185 shares

    1.28% of the 13F portfolio, value $2,405,152.

    13F-HR 0001085146-25-000421 filed by RCS Financial Planning, LLC
    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 103,988 shares
    Change vs previous 13F not available

    1.58% of the 13F portfolio, value $2,850,308.

    13F-HR 0001085146-24-005060 filed by RCS Financial Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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