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SwitchPoint Financial Planning, LLC: DFAI position timeline

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

SwitchPoint Financial Planning, LLC held 73,777 DFAI 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 73,777 shares
    Change vs previous 13F +4,317 shares

    1.76% of the 13F portfolio, value $3,043,301.

    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 69,460 shares
    Change vs previous 13F 0 shares

    1.83% of the 13F portfolio, value $2,706,162.

    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 69,460 shares
    Change vs previous 13F -324 shares

    1.85% of the 13F portfolio, value $2,647,121.

    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 69,784 shares
    Change vs previous 13F -220 shares

    1.84% of the 13F portfolio, value $2,536,648.

    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 70,004 shares
    Change vs previous 13F +30,887 shares

    1.98% of the 13F portfolio, value $2,420,038.

    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 39,117 shares
    Change vs previous 13F -546 shares

    1.16% of the 13F portfolio, value $1,221,624.

    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 39,663 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $1,158,160.

    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).