Skip to content

RCS Financial Planning, LLC: DFIC position timeline

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

RCS Financial Planning, LLC held 306,958 DFIC 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 306,958 shares
    Change vs previous 13F +3,108 shares

    5.42% of the 13F portfolio, value $11,437,268.

    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 303,850 shares
    Change vs previous 13F -7,606 shares

    5.6% of the 13F portfolio, value $10,795,774.

    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 311,456 shares
    Change vs previous 13F -15,765 shares

    4.63% of the 13F portfolio, value $10,732,757.

    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 327,221 shares
    Change vs previous 13F -16,494 shares

    4.75% of the 13F portfolio, value $10,729,563.

    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 343,715 shares
    Change vs previous 13F -54,439 shares

    5.31% of the 13F portfolio, value $10,686,093.

    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 398,154 shares
    Change vs previous 13F -9,756 shares

    5.84% of the 13F portfolio, value $11,056,743.

    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 407,910 shares
    Change vs previous 13F -5,685 shares

    5.61% of the 13F portfolio, value $10,542,552.

    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 413,595 shares
    Change vs previous 13F not available

    6.46% of the 13F portfolio, value $11,638,564.

    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).