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Divergent Planning, LLC: TBIL position timeline

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

Divergent Planning, LLC held 227,379 TBIL 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 227,379 shares
    Change vs previous 13F +19,453 shares

    2.9% of the 13F portfolio, value $11,346,211.

    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 207,926 shares
    Change vs previous 13F +70,078 shares

    2.76% of the 13F portfolio, value $10,369,252.

    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 137,848 shares
    Change vs previous 13F +61,843 shares

    2.03% of the 13F portfolio, value $6,867,575.

    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 76,005 shares
    Change vs previous 13F +42,234 shares

    1.26% of the 13F portfolio, value $3,788,856.

    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 33,771 shares
    Change vs previous 13F +10,467 shares

    0.58% of the 13F portfolio, value $1,685,848.

    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 23,304 shares
    Change vs previous 13F -50,404 shares

    0.43% of the 13F portfolio, value $1,162,404.

    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 73,708 shares
    Change vs previous 13F +39,946 shares

    1.46% of the 13F portfolio, value $3,673,607.

    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 33,762 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $1,682,360.

    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).