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SwitchPoint Financial Planning, LLC: DFCF position timeline

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

SwitchPoint Financial Planning, LLC held 55,955 DFCF 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 55,955 shares
    Change vs previous 13F +3,204 shares

    1.36% of the 13F portfolio, value $2,361,851.

    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 52,751 shares
    Change vs previous 13F +9,550 shares

    1.51% of the 13F portfolio, value $2,227,150.

    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 43,201 shares
    Change vs previous 13F +2,888 shares

    1.29% of the 13F portfolio, value $1,838,621.

    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 40,313 shares
    Change vs previous 13F +443 shares

    1.25% of the 13F portfolio, value $1,723,804.

    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 39,870 shares
    Change vs previous 13F +1,498 shares

    1.38% of the 13F portfolio, value $1,684,901.

    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 38,372 shares
    Change vs previous 13F +13,181 shares

    1.53% of the 13F portfolio, value $1,613,920.

    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 25,191 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $1,039,625.

    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).