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Disclosery

Diversified Enterprises, LLC: IVV position timeline

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

Diversified Enterprises, LLC held 84,701 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 84,701 shares
    Change vs previous 13F +75 shares

    3.07% of the 13F portfolio, value $63,431,377.

    13F-HR 0001172661-26-003006 filed by Diversified Enterprises, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 84,626 shares
    Change vs previous 13F -563 shares

    3.03% of the 13F portfolio, value $55,278,832.

    13F-HR 0001172661-26-001989 filed by Diversified Enterprises, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 85,189 shares
    Change vs previous 13F -1,329 shares

    3.47% of the 13F portfolio, value $58,349,127.

    13F-HR 0001172661-26-000371 filed by Diversified Enterprises, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 86,518 shares
    Change vs previous 13F +157 shares

    3.9% of the 13F portfolio, value $57,906,220.

    13F-HR 0001172661-25-004269 filed by Diversified Enterprises, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 86,361 shares
    Change vs previous 13F -8,114 shares

    4% of the 13F portfolio, value $53,621,497.

    13F-HR 0001172661-25-002625 filed by Diversified Enterprises, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 94,475 shares
    Change vs previous 13F +4,504 shares

    4.47% of the 13F portfolio, value $53,085,595.

    13F-HR 0001172661-25-002087 filed by Diversified Enterprises, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 89,971 shares
    Change vs previous 13F +2,336 shares

    5.07% of the 13F portfolio, value $52,964,123.

    13F-HR 0001172661-25-000602 filed by Diversified Enterprises, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 87,635 shares
    Change vs previous 13F not available

    5.55% of the 13F portfolio, value $50,549,406.

    13F-HR 0001172661-24-004885 filed by Diversified Enterprises, LLC
    Filed (acceptance time not in the bulk data set), ingested

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