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RCS Financial Planning, LLC: DFSV position timeline

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

RCS Financial Planning, LLC held 301,701 DFSV 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 301,701 shares
    Change vs previous 13F +5,609 shares

    5.54% of the 13F portfolio, value $11,702,967.

    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 296,092 shares
    Change vs previous 13F +2,716 shares

    5.38% of the 13F portfolio, value $10,375,063.

    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 293,376 shares
    Change vs previous 13F -15,536 shares

    4.16% of the 13F portfolio, value $9,649,143.

    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 308,912 shares
    Change vs previous 13F +2,973 shares

    4.36% of the 13F portfolio, value $9,835,752.

    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 305,939 shares
    Change vs previous 13F +4,105 shares

    4.48% of the 13F portfolio, value $9,003,799.

    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 301,834 shares
    Change vs previous 13F +8,430 shares

    4.48% of the 13F portfolio, value $8,496,631.

    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 293,404 shares
    Change vs previous 13F +13,173 shares

    4.81% of the 13F portfolio, value $9,030,966.

    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 280,231 shares
    Change vs previous 13F not available

    4.79% of the 13F portfolio, value $8,631,100.

    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).