Sensible Financial Planning & Management, LLC. quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), from the quarter ended 2025-06-30 to 2025-09-30, Sensible Financial Planning & Management, LLC. opened 0 positions, added to 0, reduced 1, sold out of 1 and left 0 unchanged. The largest increase in value was CBT (+$2,678); the largest decrease was GQQQ (-$599,656).
- CBT: Country of operation United States; Class COM; Shares 2025-06-30 25,293; Shares 2025-09-30 24,979.
Two Form 13F-HR filings compared (SEC CIK 1567738): 2025-06-30 (filed 2025-08-08) and 2025-09-30 (filed 2025-11-05). 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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