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Disclosery

Trailhead Planners LLC: DFIC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Trailhead Planners LLC on DFIC, newest first. How the timeline and the estimate are built.

Trailhead Planners LLC held 60,676 DFIC shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 60,676 shares
    Change vs previous 13F -21 shares

    2.19% of the 13F portfolio, value $2,260,788.

    13F-HR 0002109534-26-000003 filed by Trailhead Planners 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 60,697 shares
    Change vs previous 13F +1,060 shares

    2.07% of the 13F portfolio, value $2,156,564.

    13F-HR 0002109534-26-000002 filed by Trailhead Planners 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 59,637 shares
    Change vs previous 13F not available

    2.02% of the 13F portfolio, value $2,055,091.

    13F-HR 0002109534-26-000001 filed by Trailhead Planners LLC
    Filed (acceptance time not in the bulk data set), ingested

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