Vested Financial Planning, LLC: DFNM position timeline

Vested Financial Planning, LLC held 245,079 DFNM 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 245,079 shares

   Change vs previous 13F +42,456 shares

   7.96% of the 13F portfolio, value $11,845,901.

   13F-HR 0002044679-26-000003 filed by Vested Financial Planning, LLC
   Filed 2026-08-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 202,623 shares

   Change vs previous 13F -1,701 shares

   7.4% of the 13F portfolio, value $9,711,728.

   13F-HR 0002044679-26-000002 filed by Vested Financial Planning, LLC
   Filed 2026-04-16 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 204,324 shares

   Change vs previous 13F +10,800 shares

   7.58% of the 13F portfolio, value $9,842,295.

   13F-HR 0002044679-26-000001 filed by Vested Financial Planning, LLC
   Filed 2026-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 193,524 shares

   Change vs previous 13F +7,756 shares

   7.53% of the 13F portfolio, value $9,285,289.

   13F-HR 0002044679-25-000002 filed by Vested Financial Planning, LLC
   Filed 2025-10-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 185,768 shares

   Change vs previous 13F +2,945 shares

   7.84% of the 13F portfolio, value $8,810,984.

   13F-HR 0001085146-25-004016 filed by Vested Financial Planning, LLC
   Filed 2025-07-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 182,823 shares

   Change vs previous 13F -3,980 shares

   8.69% of the 13F portfolio, value $8,696,898.

   13F-HR 0001085146-25-002456 filed by Vested Financial Planning, LLC
   Filed 2025-04-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 186,803 shares

   Change vs previous 13F not available

   8.45% of the 13F portfolio, value $8,923,587.

   13F-HR 0001085146-25-000585 filed by Vested Financial Planning, LLC
   Filed 2025-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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