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Disclosery

Diversified Enterprises, LLC: SCHD position timeline

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

Diversified Enterprises, LLC held 299,543 SCHD 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 299,543 shares
    Change vs previous 13F -5,494 shares

    0.46% of the 13F portfolio, value $9,498,507.

    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 305,037 shares
    Change vs previous 13F -4,223 shares

    0.51% of the 13F portfolio, value $9,358,527.

    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 309,260 shares
    Change vs previous 13F -28,767 shares

    0.5% of the 13F portfolio, value $8,483,002.

    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 338,027 shares
    Change vs previous 13F -4,222,852 shares

    0.62% of the 13F portfolio, value $9,228,144.

    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 4,560,879 shares
    Change vs previous 13F +356,425 shares

    9.02% of the 13F portfolio, value $120,863,306.

    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 4,204,454 shares
    Change vs previous 13F +210,001 shares

    9.89% of the 13F portfolio, value $117,556,530.

    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 3,994,453 shares
    Change vs previous 13F +2,784,824 shares

    10.45% of the 13F portfolio, value $109,128,449.

    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 1,209,629 shares
    Change vs previous 13F not available

    11.22% of the 13F portfolio, value $102,249,975.

    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).