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Ridgeline Wealth Planning, LLC: DIVI position timeline

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

Ridgeline Wealth Planning, LLC held 136,735 DIVI shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 136,735 shares
    Change vs previous 13F -2,131 shares

    3.7% of the 13F portfolio, value $5,841,325.

    13F-HR 0002085853-26-000854 filed by Ridgeline Wealth 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 ended2026-03-31
    13F 138,866 shares
    Change vs previous 13F +25 shares

    4.04% of the 13F portfolio, value $5,528,261.

    13F-HR 0002085853-26-000568 filed by Ridgeline Wealth 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 ended2025-12-31
    13F 138,841 shares
    Change vs previous 13F +25,049 shares

    3.85% of the 13F portfolio, value $5,399,531.

    13F-HR 0002085853-26-000183 filed by Ridgeline Wealth 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 ended2025-09-30
    13F 113,792 shares
    Change vs previous 13F +2,323 shares

    3.19% of the 13F portfolio, value $4,245,588.

    13F-HR 0002085853-25-000186 filed by Ridgeline Wealth 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 ended2025-06-30
    13F 111,469 shares
    Change vs previous 13F +7,888 shares

    3.27% of the 13F portfolio, value $3,972,759.

    13F-HR 0001667731-25-000940 filed by Ridgeline Wealth 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 ended2025-03-31
    13F 103,581 shares
    Change vs previous 13F +10,577 shares

    3.32% of the 13F portfolio, value $3,375,714.

    13F-HR 0001667731-25-000553 filed by Ridgeline Wealth 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 ended2024-12-31
    13F 93,004 shares
    Change vs previous 13F not available

    2.67% of the 13F portfolio, value $2,791,050.

    13F-HR 0001667731-25-000153 filed by Ridgeline Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).