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Disclosery

SwitchPoint Financial Planning, LLC: DFIV position timeline

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

SwitchPoint Financial Planning, LLC held 54,903 DFIV 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 54,903 shares
    Change vs previous 13F +534 shares

    1.71% of the 13F portfolio, value $2,965,863.

    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 54,369 shares
    Change vs previous 13F +592 shares

    1.95% of the 13F portfolio, value $2,869,612.

    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 53,777 shares
    Change vs previous 13F -7,194 shares

    1.88% of the 13F portfolio, value $2,683,480.

    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 60,971 shares
    Change vs previous 13F +189 shares

    2.04% of the 13F portfolio, value $2,811,982.

    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 60,782 shares
    Change vs previous 13F +740 shares

    2.13% of the 13F portfolio, value $2,603,302.

    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 60,042 shares
    Change vs previous 13F +149 shares

    2.24% of the 13F portfolio, value $2,363,241.

    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 59,893 shares
    Change vs previous 13F not available

    2.03% of the 13F portfolio, value $2,124,997.

    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).