SwitchPoint Financial Planning, LLC: DFUV position timeline

SwitchPoint Financial Planning, LLC held 97,249 DFUV 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 97,249 shares

   Change vs previous 13F +164 shares

   3.09% of the 13F portfolio, value $5,349,691.

   13F-HR 0002055526-26-000003 filed by SwitchPoint Financial Planning, LLC
   Filed 2026-08-17 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 97,085 shares

   Change vs previous 13F -891 shares

   3.19% of the 13F portfolio, value $4,704,719.

   13F-HR 0002055526-26-000002 filed by SwitchPoint Financial Planning, LLC
   Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 97,976 shares

   Change vs previous 13F -5,343 shares

   3.2% of the 13F portfolio, value $4,564,700.

   13F-HR 0002055526-26-000001 filed by SwitchPoint Financial Planning, LLC
   Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 103,319 shares

   Change vs previous 13F +219 shares

   3.34% of the 13F portfolio, value $4,617,343.

   13F-HR 0002055526-25-000005 filed by SwitchPoint Financial Planning, LLC
   Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 103,100 shares

   Change vs previous 13F -5,590 shares

   3.57% of the 13F portfolio, value $4,359,058.

   13F-HR 0002055526-25-000003 filed by SwitchPoint Financial Planning, LLC
   Filed 2025-08-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 108,690 shares

   Change vs previous 13F +201 shares

   4.25% of the 13F portfolio, value $4,479,098.

   13F-HR 0002055526-25-000002 filed by SwitchPoint Financial Planning, LLC
   Filed 2025-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 108,489 shares

   Change vs previous 13F not available

   4.25% of the 13F portfolio, value $4,439,382.

   13F-HR 0002055526-25-000001 filed by SwitchPoint Financial Planning, LLC
   Filed 2025-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).