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SwitchPoint Financial Planning, LLC: DFAC position timeline

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

SwitchPoint Financial Planning, LLC held 814,210 DFAC shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 814,210 shares
    Change vs previous 13F +75,446 shares

    20.85% of the 13F portfolio, value $36,118,358.

    13F-HR 0002055526-26-000003 filed by SwitchPoint 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 738,764 shares
    Change vs previous 13F +25,119 shares

    19.47% of the 13F portfolio, value $28,708,363.

    13F-HR 0002055526-26-000002 filed by SwitchPoint 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 713,645 shares
    Change vs previous 13F +10,626 shares

    19.79% of the 13F portfolio, value $28,253,217.

    13F-HR 0002055526-26-000001 filed by SwitchPoint 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 703,019 shares
    Change vs previous 13F +42,578 shares

    19.64% of the 13F portfolio, value $27,115,442.

    13F-HR 0002055526-25-000005 filed by SwitchPoint 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 660,441 shares
    Change vs previous 13F -18,186 shares

    19.4% of the 13F portfolio, value $23,670,193.

    13F-HR 0002055526-25-000003 filed by SwitchPoint 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 678,627 shares
    Change vs previous 13F -19,849 shares

    21.24% of the 13F portfolio, value $22,387,892.

    13F-HR 0002055526-25-000002 filed by SwitchPoint 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 698,476 shares
    Change vs previous 13F not available

    23.13% of the 13F portfolio, value $24,160,291.

    13F-HR 0002055526-25-000001 filed by SwitchPoint Financial Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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