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Disclosery

SwitchPoint Financial Planning, LLC: DFEM position timeline

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

SwitchPoint Financial Planning, LLC held 270,393 DFEM 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 270,393 shares
    Change vs previous 13F +13,187 shares

    6.34% of the 13F portfolio, value $10,988,776.

    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 257,206 shares
    Change vs previous 13F +7,227 shares

    6.03% of the 13F portfolio, value $8,886,467.

    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 249,979 shares
    Change vs previous 13F +3,462 shares

    5.79% of the 13F portfolio, value $8,269,302.

    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 246,517 shares
    Change vs previous 13F +14,513 shares

    5.73% of the 13F portfolio, value $7,905,792.

    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 232,004 shares
    Change vs previous 13F -21,575 shares

    5.64% of the 13F portfolio, value $6,885,874.

    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 253,579 shares
    Change vs previous 13F +1,834 shares

    6.36% of the 13F portfolio, value $6,709,688.

    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 251,745 shares
    Change vs previous 13F not available

    6.31% of the 13F portfolio, value $6,593,210.

    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).