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Disclosery

Divergent Planning, LLC: AOR position timeline

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

Divergent Planning, LLC held 6,262 AOR shares at 2025-12-31 per its 13F-HR filed 2026-01-12.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 6,262 shares
    Change vs previous 13F +174 shares

    0.1% of the 13F portfolio, value $408,846.

    13F-HR 0001730787-26-000002 filed by Divergent 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 ended2025-09-30
    13F/A 6,088 shares
    Change vs previous 13F -29 shares

    0.1% of the 13F portfolio, value $392,920.

    13F-HR/A 0001730787-25-000004 filed by Divergent 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 ended2025-06-30
    13F/A 6,117 shares
    Change vs previous 13F +141 shares

    0.11% of the 13F portfolio, value $376,440.

    13F-HR/A 0001085146-25-004304 filed by Divergent 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 ended2025-03-31
    13F 5,976 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $336,389.

    13F-HR 0001085146-25-001963 filed by Divergent 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 ended2024-12-31
    13F 5,976 shares
    Change vs previous 13F +363 shares

    0.12% of the 13F portfolio, value $338,660.

    13F-HR 0001085146-25-000255 filed by Divergent 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 ended2024-09-30
    13F 5,613 shares
    Change vs previous 13F -10 shares

    0.12% of the 13F portfolio, value $329,651.

    13F-HR 0001085146-24-004686 filed by Divergent 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 ended2024-06-30
    13F 5,623 shares
    Change vs previous 13F +379 shares

    0.13% of the 13F portfolio, value $317,475.

    13F-HR 0001085146-24-002905 filed by Divergent Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 5,244 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $290,832.

    13F-HR 0001085146-24-001795 filed by Divergent Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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