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SwitchPoint Financial Planning, LLC: DFAE position timeline

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

SwitchPoint Financial Planning, LLC held 53,097 DFAE 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 53,097 shares
    Change vs previous 13F -1,664 shares

    1.23% of the 13F portfolio, value $2,135,030.

    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 54,761 shares
    Change vs previous 13F 0 shares

    1.26% of the 13F portfolio, value $1,854,207.

    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 54,761 shares
    Change vs previous 13F 0 shares

    1.25% of the 13F portfolio, value $1,783,566.

    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 54,761 shares
    Change vs previous 13F -74 shares

    1.25% of the 13F portfolio, value $1,726,614.

    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 54,835 shares
    Change vs previous 13F +40,545 shares

    1.3% of the 13F portfolio, value $1,587,473.

    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 14,290 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $369,968.

    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 14,290 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $362,537.

    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).