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

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

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 MSFT; Country of operation United States; Class COM; Shares before 1,682.
  • Q4 2025: Stock MAR; Country of operation United States; Class CL A; Shares before 3,214.
  • Q4 2025: Stock AAPL; Country of operation United States; Class COM; Shares before 8,850.
  • Q4 2025: Stock NVDA; Country of operation United States; Class COM; Shares before 1,383.

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 2025MSFT
MICROSOFT CORP		United StatesCOM1,6821,513-169$869,987$715,379-$154,6082026-01-12
Q4 2025MAR
MARRIOTT INTL INC NEW		United StatesCL A3,2143,017-197$859,970$945,558+$85,5882026-01-12
Q4 2025AAPL
APPLE INC		United StatesCOM8,8508,584-266$2,283,477$2,326,350+$42,8732026-01-12
Q4 2025NVDA
NVIDIA CORPORATION		United StatesCOM1,3831,163-220$259,478$219,633-$39,8452026-01-12
Q3 2025AAPL
APPLE INC		United StatesCOM9,1808,850-330$1,907,788$2,283,477+$375,6892025-10-27
Q3 2025GOOG
ALPHABET INC		United StatesCAP STK CL C1,2271,148-79$217,069$282,925+$65,8562025-10-27
Q3 2025AMZN
AMAZON COM INC		United StatesCOM2,6702,560-110$588,628$561,946-$26,6822025-10-27
Q3 2025MSFT
MICROSOFT CORP		United StatesCOM1,8061,682-124$888,456$869,987-$18,4692025-10-27
Q2 2025AAPL
APPLE INC		United StatesCOM10,1969,180-1,016$2,282,782$1,907,788-$374,9942025-07-30
Q2 2025MSFT
MICROSOFT CORP		United StatesCOM1,9161,806-110$732,035$888,456+$156,4212025-07-30
Q2 2025NFLX
NETFLIX INC		United StatesCOM240224-16$224,525$289,766+$65,2412025-07-30
Q2 2025V
VISA INC		United StatesCOM CL A1,6661,604-62$576,986$570,174-$6,8122025-07-30
Q2 2025GOOG
ALPHABET INC		United StatesCAP STK CL C1,3451,227-118$213,667$217,069+$3,4022025-07-30
Q2 2025AMZN
AMAZON COM INC		United StatesCOM3,0062,670-336$589,206$588,628-$5782025-07-30
Q4 2024AMZN
AMAZON COM INC		United StatesCOM3,0362,720-316$566,244$595,517+$29,2732025-01-16
Q4 2024AAPL
APPLE INC		United StatesCOM9,4679,042-425$2,147,116$2,141,598-$5,5182025-01-16
Q3 2024AAPL
APPLE INC		United StatesCOM9,6089,467-141$2,128,652$2,147,116+$18,4642024-10-07
Q2 2024AAPL
APPLE INC		United StatesCOM9,7469,608-138$1,657,112$2,128,652+$471,5402024-07-12
Q2 2024AMZN
AMAZON COM INC		United StatesCOM3,1923,036-156$577,656$599,883+$22,2272024-07-12
Q1 2024AAPL
APPLE INC		United StatesCOM10,1739,746-427$1,888,516$1,657,112-$231,4042024-04-12

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