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SwitchPoint Financial Planning, LLC: DFSD position timeline

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

SwitchPoint Financial Planning, LLC held 119,350 DFSD 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 119,350 shares
    Change vs previous 13F +7,286 shares

    3.29% of the 13F portfolio, value $5,698,959.

    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 112,064 shares
    Change vs previous 13F +23,576 shares

    3.64% of the 13F portfolio, value $5,365,637.

    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 88,488 shares
    Change vs previous 13F +5,346 shares

    2.97% of the 13F portfolio, value $4,242,976.

    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 83,142 shares
    Change vs previous 13F +5,093 shares

    2.9% of the 13F portfolio, value $4,006,624.

    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 78,049 shares
    Change vs previous 13F +1,841 shares

    3.07% of the 13F portfolio, value $3,747,155.

    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 76,208 shares
    Change vs previous 13F -617 shares

    3.44% of the 13F portfolio, value $3,621,394.

    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 76,825 shares
    Change vs previous 13F not available

    3.45% of the 13F portfolio, value $3,601,549.

    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).