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Divergent Planning, LLC: VTEB position timeline

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

Divergent Planning, LLC held 292,191 VTEB 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 292,191 shares
    Change vs previous 13F +6,995 shares

    3.76% of the 13F portfolio, value $14,717,663.

    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 285,196 shares
    Change vs previous 13F +8,489 shares

    3.79% of the 13F portfolio, value $14,254,096.

    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 276,707 shares
    Change vs previous 13F +1,405 shares

    4% of the 13F portfolio, value $13,539,271.

    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 275,302 shares
    Change vs previous 13F +10,343 shares

    4.55% of the 13F portfolio, value $13,710,040.

    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 264,959 shares
    Change vs previous 13F +7,318 shares

    4.5% of the 13F portfolio, value $13,171,112.

    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 257,641 shares
    Change vs previous 13F +21,855 shares

    4.88% of the 13F portfolio, value $13,098,468.

    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 235,786 shares
    Change vs previous 13F +9,932 shares

    4.71% of the 13F portfolio, value $11,827,026.

    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 225,854 shares
    Change vs previous 13F not available

    4.8% of the 13F portfolio, value $11,369,490.

    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).