Divergent Planning, LLC quarter change: USA Stocks, Unchanged
In share positions in stocks (listed in the US), from the quarter ended 2025-09-30 to 2025-12-31, Divergent Planning, LLC opened 1 positions, added to 0, reduced 4, sold out of 1 and left 7 unchanged. The largest increase in value was MS (+$762,707); the largest decrease was BRKB (-$475,808).
- GOOG: Country of operation United States; Class CAP STK CL C; Shares 2025-09-30 1,148; Shares 2025-12-31 1,148.
- GLD: Country of operation United States; Class GOLD SHS; Shares 2025-09-30 775; Shares 2025-12-31 775.
- AMZN: Country of operation United States; Class COM; Shares 2025-09-30 2,560; Shares 2025-12-31 2,560.
- ACN: Country of operation —; Class SHS CLASS A; Shares 2025-09-30 1,162; Shares 2025-12-31 1,162.
Two Form 13F-HR filings compared (SEC CIK 1730787): 2025-09-30 (filed 2025-10-27) and 2025-12-31 (filed 2026-01-12). 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; share change is the position change.
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