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Disclosery

SwitchPoint Financial Planning, LLC: DFIC position timeline

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

SwitchPoint Financial Planning, LLC held 765,837 DFIC 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 765,837 shares
    Change vs previous 13F +62,776 shares

    16.48% of the 13F portfolio, value $28,535,074.

    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 703,061 shares
    Change vs previous 13F +27,100 shares

    16.94% of the 13F portfolio, value $24,979,740.

    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 675,961 shares
    Change vs previous 13F -2,015 shares

    16.31% of the 13F portfolio, value $23,293,631.

    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 677,976 shares
    Change vs previous 13F +36,311 shares

    16.1% of the 13F portfolio, value $22,230,839.

    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 641,665 shares
    Change vs previous 13F +9,424 shares

    16.35% of the 13F portfolio, value $19,949,353.

    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 632,241 shares
    Change vs previous 13F +6,879 shares

    16.65% of the 13F portfolio, value $17,557,323.

    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 625,362 shares
    Change vs previous 13F not available

    15.47% of the 13F portfolio, value $16,162,472.

    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).