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Divergent Planning, LLC: JAAA position timeline

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

Divergent Planning, LLC held 417,349 JAAA 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 417,349 shares
    Change vs previous 13F +23,855 shares

    5.39% of the 13F portfolio, value $21,122,054.

    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 393,494 shares
    Change vs previous 13F +10,920 shares

    5.29% of the 13F portfolio, value $19,910,815.

    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 382,574 shares
    Change vs previous 13F +18,657 shares

    5.72% of the 13F portfolio, value $19,346,786.

    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 363,917 shares
    Change vs previous 13F +18,543 shares

    6.07% of the 13F portfolio, value $18,294,108.

    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 345,374 shares
    Change vs previous 13F +29,124 shares

    6% of the 13F portfolio, value $17,541,545.

    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 316,250 shares
    Change vs previous 13F +20,289 shares

    5.97% of the 13F portfolio, value $16,027,550.

    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 295,961 shares
    Change vs previous 13F not available

    5.97% of the 13F portfolio, value $14,987,465.

    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).