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
- period ended2026-06-3013F 160,545 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 162,515 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 159,098 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 155,997 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 162,919 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 184,827 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 182,168 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 261,427 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).