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Vested Financial Planning, LLC: DFGX position timeline

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

Vested Financial Planning, LLC held 42,647 DFGX 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 42,647 shares
    Change vs previous 13F +643 shares

    1.54% of the 13F portfolio, value $2,285,657.

    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 42,004 shares
    Change vs previous 13F +1,635 shares

    1.68% of the 13F portfolio, value $2,203,131.

    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 40,369 shares
    Change vs previous 13F +1,600 shares

    1.64% of the 13F portfolio, value $2,124,822.

    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 38,769 shares
    Change vs previous 13F +2,690 shares

    1.7% of the 13F portfolio, value $2,091,975.

    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 36,079 shares
    Change vs previous 13F -7,253 shares

    1.71% of the 13F portfolio, value $1,925,175.

    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 43,332 shares
    Change vs previous 13F +44 shares

    2.26% of the 13F portfolio, value $2,264,097.

    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 43,288 shares
    Change vs previous 13F not available

    2.15% of the 13F portfolio, value $2,264,828.

    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).