Divergent Planning, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 7, 2024
Value $
$268M
Signature - Title
Matthew Brock - Chief Compliance Officer
Location
Bethesda, MD
Summary
This page shows a list of all the recent 13F filings made by Divergent Planning, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Divergent Planning, LLC reported 29 stock holdings with total value $268M as of Q3 2024. Top holdings included IVV, MDY, JMBS, AVDV, and AVUS.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 29 $268M +$9.52M -$2.55M +$6.97M IVV, MDY, JMBS, AVDV, AVUS 13F-HR 10/7/2024, 05:25 PM
Q2 2024 28 $251M +$25.1M -$14.4M +$10.8M IVV, MDY, JMBS, AVDV, AVUS 13F-HR 7/12/2024, 02:32 PM
Q1 2024 28 $237M +$23M -$4.66M +$18.3M IVV, MDY, JMBS, AVDV, VCIT 13F-HR 4/12/2024, 02:38 PM
Q4 2023 26 $207M +$5.48M -$71.5K +$5.41M IVV, MDY, JMBS, AVDV, VCIT 13F-HR 1/10/2024, 02:39 PM
Q3 2023 24 $186M +$4.11M -$2.5M +$1.61M IVV, JMBS, MDY, AVDV, VCIT 13F-HR 10/13/2023, 10:24 AM
Q2 2023 26 $191M +$8.66M -$531K +$8.13M IVV, MDY, JMBS, AVDV, VCIT 13F-HR 7/11/2023, 09:07 PM
Q1 2023 22 $178M +$34.4M -$23.1M +$11.3M IVV, JMBS, MDY, AVDV, VCIT 13F-HR 4/7/2023, 01:15 PM
Q4 2022 18 $159M +$34.9M -$20.3M +$14.6M IVV, VO, JMBS, AVDV, VCIT 13F-HR 1/18/2023, 05:44 PM
Q3 2022 22 $136M +$6.74M -$2.7M +$4.04M IVV, VO, JMBS, AVDV, SHYG 13F-HR 10/11/2022, 07:50 PM
Q2 2022 18 $139M +$31.5M -$32.8M -$1.33M IVV, JMBS, VO, AVDV, SHYG 13F-HR 7/8/2022, 06:00 PM
Q1 2022 21 $156M +$27.9M -$654K +$27.2M IVV, VO, JMBS, VSS, SHYG 13F-HR 4/14/2022, 04:27 PM
Q4 2021 18 $137M +$6.36M -$806K +$5.55M IVV, VO, VSS, SUSA, JMBS 13F-HR 1/13/2022, 07:17 PM
Q3 2021 16 $124M +$1.08M -$1.31M -$237K IVV, VO, VSS, JMBS, SUSA 13F-HR 10/15/2021, 03:52 PM
Q2 2021 17 $123M +$33.7M -$29.7M +$3.99M IVV, VO, VSS, JMBS, SUSA 13F-HR 7/21/2021, 08:07 PM
Q1 2021 16 $117M +$3.81M -$483K +$3.33M IVV, VO, VT, VMBS, VSS 13F-HR 4/22/2021, 08:51 PM
Q4 2020 15 $104M $0 $0 IVV, VO, VT, VMBS, VSS 13F-HR 2/9/2021, 09:45 PM