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Disclosery

Divergent Planning, LLC: QQQ position timeline

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

Divergent Planning, LLC held 1,036 QQQ 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 1,036 shares
    Change vs previous 13F +73 shares

    0.16% of the 13F portfolio, value $635,266.

    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 963 shares
    Change vs previous 13F +53 shares

    0.15% of the 13F portfolio, value $580,862.

    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 910 shares
    Change vs previous 13F -165 shares

    0.15% of the 13F portfolio, value $497,761.

    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 1,075 shares
    Change vs previous 13F +24 shares

    0.16% of the 13F portfolio, value $484,460.

    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 1,051 shares
    Change vs previous 13F +25 shares

    0.18% of the 13F portfolio, value $533,057.

    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 1,026 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $499,990.

    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 1,026 shares
    Change vs previous 13F +211 shares

    0.2% of the 13F portfolio, value $503,807.

    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 815 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $362,634.

    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).