Divergent Planning, LLC historic quarter change: Foreign Funds, Added
In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (depositary receipts and foreign shares traded over the counter), over 8 quarters from 2023-12-31 to 2025-12-31, Divergent Planning, LLC opened 0 positions, added to 0, reduced 0 and sold out of 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.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Lansing Street Advisors | United States | $0.392B | 140 |
| Sollinda Capital Management LLC | United States | $0.391B | 74 |
| Alight Capital Management LP | United States | $0.391B | 62 |
| BCGM Wealth Management, LLC | United States | $0.392B | 175 |
| Whitefort Capital Management, LP | United States | $0.391B | 20 |
| Quadratic Capital Management LLC | United States | $0.391B | 2 |
| Peterson Wealth Services | United States | $0.391B | 218 |
| Engaged Capital LLC | United States | $0.392B | 9 |
| CV Advisors LLC | United States | $0.392B | 48 |
| Pacific Center for Financial Services | United States | $0.392B | 530 |