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Vested Financial Planning, LLC: DFAX position timeline

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

Vested Financial Planning, LLC held 527,460 DFAX 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 527,460 shares
    Change vs previous 13F -23,094 shares

    13.05% of the 13F portfolio, value $19,431,635.

    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 550,554 shares
    Change vs previous 13F -3,825 shares

    14.25% of the 13F portfolio, value $18,702,327.

    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 554,379 shares
    Change vs previous 13F +764 shares

    13.97% of the 13F portfolio, value $18,144,832.

    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 553,615 shares
    Change vs previous 13F +7,505 shares

    14.09% of the 13F portfolio, value $17,372,446.

    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 546,110 shares
    Change vs previous 13F -33,515 shares

    14.27% of the 13F portfolio, value $16,039,257.

    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 579,625 shares
    Change vs previous 13F -56,587 shares

    15.18% of the 13F portfolio, value $15,186,181.

    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 636,212 shares
    Change vs previous 13F not available

    14.98% of the 13F portfolio, value $15,816,229.

    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).