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Disclosery

SwitchPoint Financial Planning, LLC: DXUV position timeline

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

SwitchPoint Financial Planning, LLC held 17,034 DXUV 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 17,034 shares
    Change vs previous 13F +1,235 shares

    0.65% of the 13F portfolio, value $1,132,761.

    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 15,799 shares
    Change vs previous 13F +59 shares

    0.64% of the 13F portfolio, value $937,671.

    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 15,740 shares
    Change vs previous 13F +751 shares

    0.66% of the 13F portfolio, value $940,937.

    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 14,989 shares
    Change vs previous 13F +3,277 shares

    0.63% of the 13F portfolio, value $875,970.

    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 11,712 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $635,142.

    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).