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Disclosery

Welch Financial Planning, LLC: DIVO position timeline

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

Welch Financial Planning, LLC held 53,408 DIVO 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 53,408 shares
    Change vs previous 13F -25,483 shares

    1.42% of the 13F portfolio, value $2,440,746.

    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 78,891 shares
    Change vs previous 13F +2,646 shares

    2.54% of the 13F portfolio, value $3,538,261.

    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 76,245 shares
    Change vs previous 13F not available

    2.47% of the 13F portfolio, value $3,392,903.

    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).