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Divergent Planning, LLC: DFCF position timeline

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

Divergent Planning, LLC held 314,352 DFCF 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 314,352 shares
    Change vs previous 13F +2,999 shares

    3.42% of the 13F portfolio, value $13,375,678.

    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 311,353 shares
    Change vs previous 13F -31,757 shares

    3.55% of the 13F portfolio, value $13,347,703.

    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 343,110 shares
    Change vs previous 13F +22,978 shares

    4.28% of the 13F portfolio, value $14,499,829.

    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 320,132 shares
    Change vs previous 13F +24,319 shares

    4.48% of the 13F portfolio, value $13,503,168.

    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 295,813 shares
    Change vs previous 13F +3,874 shares

    4.13% of the 13F portfolio, value $12,086,919.

    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 291,939 shares
    Change vs previous 13F +14,929 shares

    4.66% of the 13F portfolio, value $12,503,747.

    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 277,010 shares
    Change vs previous 13F +43,522 shares

    4.6% of the 13F portfolio, value $11,554,087.

    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 233,488 shares
    Change vs previous 13F not available

    4.11% of the 13F portfolio, value $9,738,784.

    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).