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Disclosery

Divergent Planning, LLC: SCHC position timeline

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

Divergent Planning, LLC held 137,675 SCHC 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 137,675 shares
    Change vs previous 13F +2,750 shares

    1.61% of the 13F portfolio, value $6,320,659.

    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 134,925 shares
    Change vs previous 13F +4,021 shares

    1.65% of the 13F portfolio, value $6,211,947.

    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 130,904 shares
    Change vs previous 13F not available

    1.64% of the 13F portfolio, value $5,556,875.

    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).