Skip to content
Disclosery

Vested Financial Planning, LLC: DFCF position timeline

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

Vested Financial Planning, LLC held 177,825 DFCF 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 177,825 shares
    Change vs previous 13F +3,465 shares

    5.04% of the 13F portfolio, value $7,505,993.

    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 174,360 shares
    Change vs previous 13F +3,722 shares

    5.61% of the 13F portfolio, value $7,361,479.

    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 170,638 shares
    Change vs previous 13F +7,169 shares

    5.59% of the 13F portfolio, value $7,262,353.

    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 163,469 shares
    Change vs previous 13F +13,638 shares

    5.67% of the 13F portfolio, value $6,989,934.

    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 149,831 shares
    Change vs previous 13F -11,853 shares

    5.63% of the 13F portfolio, value $6,331,858.

    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 161,684 shares
    Change vs previous 13F +170 shares

    6.8% of the 13F portfolio, value $6,800,429.

    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 161,514 shares
    Change vs previous 13F not available

    6.31% of the 13F portfolio, value $6,665,683.

    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).