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Divergent Planning, LLC Historic Quarter Change: USA Stocks, New

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Divergent Planning, LLC historic quarter change: USA Stocks, New

In share positions in stocks (listed in the US), over 8 quarters from 2023-12-31 to 2025-12-31, Divergent Planning, LLC opened 11 positions, added to 12, reduced 20 and sold out of 8.

  • Q4 2025: Stock MS; Country of operation United States; Class COM NEW; Shares before 0.
  • Q3 2025: Stock NVDA; Country of operation United States; Class COM; Shares before 0.
  • Q2 2025: Stock ACN; Country of operation —; Class SHS CLASS A; Shares before 0.
  • Q2 2025: Stock HCAT; Country of operation United States; Class COM; 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.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q4 2025MS
MORGAN STANLEY		United StatesCOM NEW04,193+4,193$0$762,707+$762,7072026-01-12
Q3 2025NVDA
NVIDIA CORPORATION		United StatesCOM01,383+1,383$0$259,478+$259,4782025-10-27
Q2 2025ACN
ACCENTURE PLC IRELAND		SHS CLASS A0972+972$0$294,147+$294,1472025-07-30
Q2 2025HCAT
HEALTH CATALYST INC		United StatesCOM010,998+10,998$0$44,542+$44,5422025-07-30
Q1 2025NFLX
NETFLIX INC		United StatesCOM0240+240$0$224,525+$224,5252025-04-09
Q1 2025GLD
SPDR GOLD TR		United StatesGOLD SHS0775+775$0$223,324+$223,3242025-04-09
Q1 2025MLPB
UBS AG LONDON BRANCH		SwitzerlandETRACS ALER MLP07,300+7,300$0$205,130+$205,1302025-04-09
Q4 2024GOOG
ALPHABET INC		United StatesCAP STK CL C01,053+1,053$0$203,408+$203,4082025-01-16
Q3 2024EGBN
EAGLE BANCORP INC MD		United StatesCOM09,338+9,338$0$217,669+$217,6692024-10-07
Q1 2024MSFT
MICROSOFT CORP		United StatesCOM0747+747$0$316,949+$316,9492024-04-12
Q1 2024NVDA
NVIDIA CORPORATION		United StatesCOM0292+292$0$263,860+$263,8602024-04-12

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