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SwitchPoint Financial Planning, LLC: DFNM position timeline

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

SwitchPoint Financial Planning, LLC held 36,592 DFNM 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 36,592 shares
    Change vs previous 13F -4,338 shares

    1.02% of the 13F portfolio, value $1,768,674.

    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 40,930 shares
    Change vs previous 13F +1,627 shares

    1.33% of the 13F portfolio, value $1,961,775.

    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 39,303 shares
    Change vs previous 13F +2,532 shares

    1.33% of the 13F portfolio, value $1,893,226.

    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 36,771 shares
    Change vs previous 13F +2,646 shares

    1.28% of the 13F portfolio, value $1,764,273.

    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 34,125 shares
    Change vs previous 13F -4,195 shares

    1.33% of the 13F portfolio, value $1,618,549.

    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 38,320 shares
    Change vs previous 13F -4,921 shares

    1.73% of the 13F portfolio, value $1,822,882.

    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 43,241 shares
    Change vs previous 13F not available

    1.98% of the 13F portfolio, value $2,065,623.

    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).