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Divergent Planning, LLC: IVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Divergent Planning, LLC on IVV, newest first. How the timeline and the estimate are built.

Divergent Planning, LLC held 148,837 IVV shares at 2025-12-31 per its 13F-HR filed 2026-01-12.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 148,837 shares
    Change vs previous 13F +1,310 shares

    26.08% of the 13F portfolio, value $102,130,408.

    13F-HR 0001730787-26-000002 filed by Divergent Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-09-30
    13F/A 147,527 shares
    Change vs previous 13F +4,070 shares

    26.37% of the 13F portfolio, value $99,199,891.

    13F-HR/A 0001730787-25-000004 filed by Divergent Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-06-30
    13F/A 143,457 shares
    Change vs previous 13F +4,618 shares

    26.31% of the 13F portfolio, value $89,039,728.

    13F-HR/A 0001085146-25-004304 filed by Divergent Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-03-31
    13F 138,839 shares
    Change vs previous 13F +782 shares

    26.13% of the 13F portfolio, value $78,749,585.

    13F-HR 0001085146-25-001963 filed by Divergent Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-12-31
    13F 138,057 shares
    Change vs previous 13F +2,046 shares

    27.54% of the 13F portfolio, value $80,532,772.

    13F-HR 0001085146-25-000255 filed by Divergent Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-09-30
    13F 136,011 shares
    Change vs previous 13F +1,723 shares

    29.18% of the 13F portfolio, value $78,300,011.

    13F-HR 0001085146-24-004686 filed by Divergent Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-06-30
    13F 134,288 shares
    Change vs previous 13F +2,762 shares

    29.67% of the 13F portfolio, value $74,440,118.

    13F-HR 0001085146-24-002905 filed by Divergent Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-03-31
    13F 131,526 shares
    Change vs previous 13F not available

    29.17% of the 13F portfolio, value $69,035,498.

    13F-HR 0001085146-24-001795 filed by Divergent Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).