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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

  1. period ended2026-06-30
    13F 69,786 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 68,418 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 68,909 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 68,634 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 71,146 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 80,019 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 79,079 shares
    Change 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), ingested

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

  8. period ended2024-09-30
    13F 98,142 shares
    Change 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), ingested

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