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RCS Financial Planning, LLC: DFSD position timeline

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

RCS Financial Planning, LLC held 160,545 DFSD 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 160,545 shares
    Change vs previous 13F -1,970 shares

    3.63% of the 13F portfolio, value $7,666,011.

    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 162,515 shares
    Change vs previous 13F +3,417 shares

    4.04% of the 13F portfolio, value $7,781,195.

    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 159,098 shares
    Change vs previous 13F +3,101 shares

    3.29% of the 13F portfolio, value $7,628,756.

    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 155,997 shares
    Change vs previous 13F -6,922 shares

    3.33% of the 13F portfolio, value $7,517,485.

    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 162,919 shares
    Change vs previous 13F -21,908 shares

    3.89% of the 13F portfolio, value $7,821,751.

    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 184,827 shares
    Change vs previous 13F +2,659 shares

    4.64% of the 13F portfolio, value $8,782,979.

    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 182,168 shares
    Change vs previous 13F -79,259 shares

    4.54% of the 13F portfolio, value $8,540,040.

    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 261,427 shares
    Change vs previous 13F not available

    6.93% of the 13F portfolio, value $12,480,531.

    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).