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Divergent Planning, LLC: MDY position timeline

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

Divergent Planning, LLC held 76,242 MDY 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 76,242 shares
    Change vs previous 13F +1,958 shares

    11.9% of the 13F portfolio, value $46,607,786.

    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 74,284 shares
    Change vs previous 13F +4,041 shares

    11.86% of the 13F portfolio, value $44,621,197.

    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 70,243 shares
    Change vs previous 13F +3,741 shares

    11.91% of the 13F portfolio, value $40,295,870.

    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 66,502 shares
    Change vs previous 13F +1,574 shares

    12.02% of the 13F portfolio, value $36,234,537.

    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 64,928 shares
    Change vs previous 13F +1,098 shares

    12.56% of the 13F portfolio, value $36,724,193.

    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 63,830 shares
    Change vs previous 13F +1,904 shares

    13.54% of the 13F portfolio, value $36,336,773.

    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 61,926 shares
    Change vs previous 13F +1,868 shares

    13.15% of the 13F portfolio, value $33,000,617.

    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 60,058 shares
    Change vs previous 13F not available

    14.02% of the 13F portfolio, value $33,175,099.

    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).