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Disclosery

Vested Financial Planning, LLC: DFAC position timeline

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

Vested Financial Planning, LLC held 965,539 DFAC shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 965,539 shares
    Change vs previous 13F -15,373 shares

    28.77% of the 13F portfolio, value $42,831,290.

    13F-HR 0002044679-26-000003 filed by Vested 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 980,912 shares
    Change vs previous 13F -1,474 shares

    29.04% of the 13F portfolio, value $38,118,223.

    13F-HR 0002044679-26-000002 filed by Vested 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 982,386 shares
    Change vs previous 13F +6,438 shares

    29.95% of the 13F portfolio, value $38,892,644.

    13F-HR 0002044679-26-000001 filed by Vested 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 975,948 shares
    Change vs previous 13F +18,393 shares

    30.53% of the 13F portfolio, value $37,642,297.

    13F-HR 0002044679-25-000002 filed by Vested 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 957,555 shares
    Change vs previous 13F -83,078 shares

    30.53% of the 13F portfolio, value $34,318,755.

    13F-HR 0001085146-25-004016 filed by Vested 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 1,040,633 shares
    Change vs previous 13F -59,353 shares

    34.31% of the 13F portfolio, value $34,330,468.

    13F-HR 0001085146-25-002456 filed by Vested 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 1,099,986 shares
    Change vs previous 13F not available

    36.04% of the 13F portfolio, value $38,048,499.

    13F-HR 0001085146-25-000585 filed by Vested Financial Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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