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Disclosery

Divergent Planning, LLC: AVDV position timeline

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

Divergent Planning, LLC held 529,894 AVDV 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 529,894 shares
    Change vs previous 13F -2,122 shares

    12.83% of the 13F portfolio, value $50,239,259.

    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 532,016 shares
    Change vs previous 13F +391 shares

    12.73% of the 13F portfolio, value $47,902,700.

    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 531,625 shares
    Change vs previous 13F +8,177 shares

    12.46% of the 13F portfolio, value $42,179,110.

    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 523,448 shares
    Change vs previous 13F +11,277 shares

    11.83% of the 13F portfolio, value $35,646,811.

    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 512,171 shares
    Change vs previous 13F +57,713 shares

    11.19% of the 13F portfolio, value $32,707,242.

    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 454,458 shares
    Change vs previous 13F +12,698 shares

    11.88% of the 13F portfolio, value $31,871,142.

    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 441,760 shares
    Change vs previous 13F +9,481 shares

    11.65% of the 13F portfolio, value $29,231,262.

    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 432,279 shares
    Change vs previous 13F not available

    11.96% of the 13F portfolio, value $28,314,277.

    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).