Divergent Planning, LLC historic quarter change: USA ETF, New
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 8 quarters from 2023-12-31 to 2025-12-31, Divergent Planning, LLC opened 10 positions, added to 108, reduced 23 and sold out of 2.
- Q4 2025: Stock AOK; Country of operation —; Class CORE 30/70 CONSE; Shares before 0.
- Q2 2025: Stock AVDE; Country of operation —; Class INTL EQT ETF; Shares before 0.
- Q2 2025: Stock SCHC; Country of operation —; Class INTL SCEQT ETF; Shares before 0.
- Q2 2025: Stock AOA; Country of operation —; Class CORE 80/20 AGGRE; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1730787), 8 quarters: Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-12); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-27); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-30); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-09); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-16); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-07); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-12); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-12). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2020-12-31.
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