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Manager record

Divergent Planning, LLC

CIK 1730787 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$391.54MReported 13F valueQ4 2025 · as filed
36Holdings listed
+4.1%vs prior quartervalue change includes market moves
3Quarters on record
Jan 12Latest filed
Reported 13F value by quarter, Q2 2025 to Q4 2025Q2 2025: $338.4M$338.4MQ2 202535 holdingsQ3 2025: $376.2M$376.2MQ3 202535 holdingsQ4 2025: $391.5M$391.5MQ4 202536 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Jan 12 2026 13F-HR · period Q4 2025

$391.54M · 36 holdings listed · View original SEC filing ↗
Oct 27 2025 13F-HR/A · period Q3 2025

$376.18M · 35 holdings listed · amendment (restatement) · View original SEC filing ↗
Oct 09 2025 13F-HR · period Q3 2025

$338.40M · 35 holdings listed · View original SEC filing ↗
Jul 30 2025 13F-HR/A · period Q2 2025

$338.40M · 35 holdings listed · amendment (restatement) · View original SEC filing ↗
Jul 09 2025 13F-HR · period Q2 2025

$263.51M · 85 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q4 2025 · latest filing Jan 12, 2026 · Change methodology