Skip to content
Disclosery

SwitchPoint Financial Planning, LLC: DFAS position timeline

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

SwitchPoint Financial Planning, LLC held 28,004 DFAS 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 28,004 shares
    Change vs previous 13F 0 shares

    1.33% of the 13F portfolio, value $2,305,849.

    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 28,004 shares
    Change vs previous 13F 0 shares

    1.35% of the 13F portfolio, value $1,991,925.

    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 28,004 shares
    Change vs previous 13F 0 shares

    1.37% of the 13F portfolio, value $1,951,039.

    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 28,004 shares
    Change vs previous 13F 0 shares

    1.39% of the 13F portfolio, value $1,917,154.

    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 28,004 shares
    Change vs previous 13F 0 shares

    1.46% of the 13F portfolio, value $1,784,135.

    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 28,004 shares
    Change vs previous 13F 0 shares

    1.59% of the 13F portfolio, value $1,673,239.

    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 28,004 shares
    Change vs previous 13F not available

    1.74% of the 13F portfolio, value $1,822,500.

    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).