JMBS β€” JANUS DETROIT STR TR

Ownership history in Divergent Planning, LLC  Β·  18 quarters on record

AI Ownership Summary

Divergent Planning, LLC reported JANUS DETROIT STR TR (JMBS) in 18 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 13.47% in 2023 Q4. The latest visible filing shows JMBS at 10.69% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this JMBS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Divergent Planning, LLC's position in JANUS DETROIT STR TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

JMBS was reported at 10.69% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
13.47% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Divergent Planning, LLC held JMBS β€” position size vs. price
% of Fund (quarterly)    JMBS price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 918,067 +105,324 +13.0% 10.69% $41.8M 2026-02-14 (Est.) $46.09
2025 Q3 ADDED 812,743 +35,388 +4.6% 10.77% $36.4M 2025-10-09 $44.62
2025 Q1 ADDED 777,355 +37,330 +5.0% 11.71% $35.3M 2025-04-09 $42.50
2024 Q4 ADDED 740,025 +30,666 +4.3% 11.05% $32.3M 2025-01-16 $41.54
2024 Q3 ADDED 709,359 +38,108 +5.7% 12.16% $32.6M 2024-10-07 $42.55
2024 Q2 ADDED 671,251 +32,466 +5.1% 11.91% $29.9M 2024-07-12 $41.42
2024 Q1 ADDED 638,785 +27,785 +4.5% 12.04% $28.5M 2024-04-12 $39.84
2023 Q4 ADDED 611,000 +26,167 +4.5% 13.47% $27.9M 2024-01-10 $40.62
10 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Divergent Planning, LLC and JMBS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Divergent Planning, LLC reported owning JMBS?

Divergent Planning, LLC reported JMBS across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported JMBS position in Divergent Planning, LLC's portfolio?

The largest reported portfolio weight for JMBS was 13.47% in 2023 Q4.

What is the latest reported JMBS position on this page?

The most recent filing on this page is 2025 Q4, when Divergent Planning, LLC reported 918,067 shares, equal to 10.69% of portfolio, with an estimated market value of $41.8M.

What does the chart on this JMBS ownership page compare?

The chart compares Divergent Planning, LLC's quarterly JMBS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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