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Divergent Planning, LLC: JMBS position timeline

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

Divergent Planning, LLC held 918,067 JMBS 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 918,067 shares
    Change vs previous 13F +43,628 shares

    10.69% of the 13F portfolio, value $41,845,471.

    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 874,439 shares
    Change vs previous 13F +61,696 shares

    10.61% of the 13F portfolio, value $39,900,629.

    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 812,743 shares
    Change vs previous 13F +35,388 shares

    10.77% of the 13F portfolio, value $36,443,374.

    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 777,355 shares
    Change vs previous 13F +37,330 shares

    11.71% of the 13F portfolio, value $35,284,121.

    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 740,025 shares
    Change vs previous 13F +30,666 shares

    11.05% of the 13F portfolio, value $32,309,470.

    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 709,359 shares
    Change vs previous 13F +38,108 shares

    12.16% of the 13F portfolio, value $32,623,398.

    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 671,251 shares
    Change vs previous 13F +32,466 shares

    11.91% of the 13F portfolio, value $29,877,360.

    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 638,785 shares
    Change vs previous 13F not available

    12.04% of the 13F portfolio, value $28,508,952.

    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).