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Disclosery

Welch Financial Planning, LLC: DDFS position timeline

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

Welch Financial Planning, LLC held 89,586 DDFS 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 89,586 shares
    Change vs previous 13F -73,558 shares

    1.15% of the 13F portfolio, value $1,968,204.

    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 163,144 shares
    Change vs previous 13F +1,133 shares

    2.48% of the 13F portfolio, value $3,444,965.

    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 162,011 shares
    Change vs previous 13F not available

    2.5% of the 13F portfolio, value $3,433,013.

    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).