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Disclosery

Welch Financial Planning, LLC: DIVB position timeline

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

Welch Financial Planning, LLC held 234,487 DIVB shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 234,487 shares
    Change vs previous 13F +2,930 shares

    8.42% of the 13F portfolio, value $14,444,399.

    13F-HR 0002085141-26-000003 filed by Welch Financial 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 231,557 shares
    Change vs previous 13F +3,083 shares

    8.98% of the 13F portfolio, value $12,492,492.

    13F-HR 0002085141-26-000002 filed by Welch Financial 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 228,474 shares
    Change vs previous 13F not available

    8.84% of the 13F portfolio, value $12,143,385.

    13F-HR 0002085141-26-000001 filed by Welch Financial Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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