RCS Financial Planning, LLC: DFAR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RCS Financial Planning, LLC on DFAR, newest first. How the timeline and the estimate are built.
RCS Financial Planning, LLC held 69,786 DFAR shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 69,786 sharesChange vs previous 13F +1,368 shares
0.86% of the 13F portfolio, value $1,825,609.
13F-HR 0001963347-26-000003 filed by RCS Financial Planning, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 68,418 sharesChange vs previous 13F -491 shares
0.84% of the 13F portfolio, value $1,618,081.
13F-HR 0001963347-26-000002 filed by RCS Financial Planning, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 68,909 sharesChange vs previous 13F +275 shares
0.68% of the 13F portfolio, value $1,578,106.
13F-HR 0001963347-26-000001 filed by RCS Financial Planning, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 68,634 sharesChange vs previous 13F -2,512 shares
0.72% of the 13F portfolio, value $1,636,933.
13F-HR 0001963347-25-000003 filed by RCS Financial Planning, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 71,146 sharesChange vs previous 13F -8,873 shares
0.83% of the 13F portfolio, value $1,669,096.
13F-HR 0001085146-25-004205 filed by RCS Financial Planning, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 80,019 sharesChange vs previous 13F +940 shares
1% of the 13F portfolio, value $1,902,040.
13F-HR 0001085146-25-002334 filed by RCS Financial Planning, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 79,079 sharesChange vs previous 13F -19,063 shares
0.98% of the 13F portfolio, value $1,840,167.
13F-HR 0001085146-25-000421 filed by RCS Financial Planning, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 98,142 sharesChange vs previous 13F not available
1.4% of the 13F portfolio, value $2,516,355.
13F-HR 0001085146-24-005060 filed by RCS Financial Planning, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).