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Sensible Financial Planning & Management, LLC.: DFIP position timeline

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

Sensible Financial Planning & Management, LLC. held 194,181 DFIP shares at 2025-09-30 per its 13F-HR filed 2025-11-05.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 194,181 shares
    Change vs previous 13F +23,692 shares

    1.49% of the 13F portfolio, value $8,200,284.

    13F-HR 0002063364-25-000274 filed by Sensible Financial Planning & Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 170,489 shares
    Change vs previous 13F -14,843 shares

    1.35% of the 13F portfolio, value $7,128,165.

    13F-HR 0002063364-25-000195 filed by Sensible Financial Planning & Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 185,332 shares
    Change vs previous 13F +11,691 shares

    1.56% of the 13F portfolio, value $7,804,536.

    13F-HR 0002063364-25-000045 filed by Sensible Financial Planning & Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 173,641 shares
    Change vs previous 13F +41,394 shares

    1.46% of the 13F portfolio, value $7,030,882.

    13F-HR 0001567738-25-000002 filed by Sensible Financial Planning & Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 132,247 shares
    Change vs previous 13F +6,607 shares

    1.1% of the 13F portfolio, value $5,591,000.

    13F-HR 0001567738-24-000011 filed by Sensible Financial Planning & Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 125,640 shares
    Change vs previous 13F -29,820 shares

    1.11% of the 13F portfolio, value $5,131,000.

    13F-HR 0001567738-24-000007 filed by Sensible Financial Planning & Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 155,460 shares
    Change vs previous 13F +22,892 shares

    1.42% of the 13F portfolio, value $6,413,000.

    13F-HR 0001567738-24-000005 filed by Sensible Financial Planning & Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 132,568 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $5,472,000.

    13F-HR 0001567738-24-000002 filed by Sensible Financial Planning & Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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