Divergent Planning, LLC: DFAS position timeline

Divergent Planning, LLC held 361,021 DFAS 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 361,021 shares

   Change vs previous 13F +7,242 shares

   6.49% of the 13F portfolio, value $25,412,268.

   13F-HR 0001730787-26-000002 filed by Divergent Planning, LLC
   Filed 2026-01-12 (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).

2. period ended2025-09-30

   13F/A 353,779 shares

   Change vs previous 13F +12,234 shares

   6.5% of the 13F portfolio, value $24,446,129.

   13F-HR/A 0001730787-25-000004 filed by Divergent Planning, LLC
   Filed 2025-10-27 (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).

3. period ended2025-06-30

   13F/A 341,545 shares

   Change vs previous 13F -130,025 shares

   6.53% of the 13F portfolio, value $22,097,982.

   13F-HR/A 0001085146-25-004304 filed by Divergent Planning, LLC
   Filed 2025-07-30 (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).

4. period ended2025-03-31

   13F 471,570 shares

   Change vs previous 13F +16,163 shares

   9.52% of the 13F portfolio, value $28,709,201.

   13F-HR 0001085146-25-001963 filed by Divergent Planning, LLC
   Filed 2025-04-09 (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).

5. period ended2024-12-31

   13F 455,407 shares

   Change vs previous 13F +296,739 shares

   9.99% of the 13F portfolio, value $29,200,697.

   13F-HR 0001085146-25-000255 filed by Divergent Planning, LLC
   Filed 2025-01-16 (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).

6. period ended2024-09-30

   13F 158,668 shares

   Change vs previous 13F +6,771 shares

   3.81% of the 13F portfolio, value $10,215,046.

   13F-HR 0001085146-24-004686 filed by Divergent Planning, LLC
   Filed 2024-10-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

7. period ended2024-06-30

   13F 151,897 shares

   Change vs previous 13F +5,254 shares

   3.62% of the 13F portfolio, value $9,080,403.

   13F-HR 0001085146-24-002905 filed by Divergent Planning, LLC
   Filed 2024-07-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

8. period ended2024-03-31

   13F 146,643 shares

   Change vs previous 13F not available

   3.82% of the 13F portfolio, value $9,050,806.

   13F-HR 0001085146-24-001795 filed by Divergent Planning, LLC
   Filed 2024-04-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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