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Disclosery

Welch Financial Planning, LLC: DDFL position timeline

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

Welch Financial Planning, LLC held 85,711 DDFL shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 85,711 shares
    Change vs previous 13F -37,965 shares

    1.06% of the 13F portfolio, value $1,819,645.

    13F-HR 0002085141-26-000003 filed by Welch 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 123,676 shares
    Change vs previous 13F -557 shares

    1.83% of the 13F portfolio, value $2,540,763.

    13F-HR 0002085141-26-000002 filed by Welch 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 124,233 shares
    Change vs previous 13F not available

    1.86% of the 13F portfolio, value $2,552,814.

    13F-HR 0002085141-26-000001 filed by Welch Financial Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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