SwitchPoint Financial Planning, LLC: DFAT position timeline

SwitchPoint Financial Planning, LLC held 92,368 DFAT 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 92,368 shares

   Change vs previous 13F +129 shares

   3.73% of the 13F portfolio, value $6,456,539.

   13F-HR 0002055526-26-000003 filed by SwitchPoint Financial Planning, LLC
   Filed 2026-08-17 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 92,239 shares

   Change vs previous 13F +130 shares

   3.91% of the 13F portfolio, value $5,760,331.

   13F-HR 0002055526-26-000002 filed by SwitchPoint Financial Planning, LLC
   Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 92,109 shares

   Change vs previous 13F -588 shares

   3.84% of the 13F portfolio, value $5,484,199.

   13F-HR 0002055526-26-000001 filed by SwitchPoint Financial Planning, LLC
   Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 92,697 shares

   Change vs previous 13F +187 shares

   3.91% of the 13F portfolio, value $5,395,879.

   13F-HR 0002055526-25-000005 filed by SwitchPoint Financial Planning, LLC
   Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 92,510 shares

   Change vs previous 13F -87 shares

   4.09% of the 13F portfolio, value $4,991,834.

   13F-HR 0002055526-25-000003 filed by SwitchPoint Financial Planning, LLC
   Filed 2025-08-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 92,597 shares

   Change vs previous 13F +122 shares

   4.52% of the 13F portfolio, value $4,767,838.

   13F-HR 0002055526-25-000002 filed by SwitchPoint Financial Planning, LLC
   Filed 2025-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 92,475 shares

   Change vs previous 13F not available

   4.93% of the 13F portfolio, value $5,147,183.

   13F-HR 0002055526-25-000001 filed by SwitchPoint Financial Planning, LLC
   Filed 2025-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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