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Disclosery

Diversified Enterprises, LLC: SCHW position timeline

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

Diversified Enterprises, LLC held 3,689 SCHW 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 3,689 shares
    Change vs previous 13F -269 shares

    0.02% of the 13F portfolio, value $340,384.

    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 3,958 shares
    Change vs previous 13F +645 shares

    0.02% of the 13F portfolio, value $371,973.

    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 3,313 shares
    Change vs previous 13F +252 shares

    0.02% of the 13F portfolio, value $331,002.

    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 3,061 shares
    Change vs previous 13F -14 shares

    0.02% of the 13F portfolio, value $292,234.

    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 3,075 shares
    Change vs previous 13F -173 shares

    0.02% of the 13F portfolio, value $280,563.

    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 3,248 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $254,253.

    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).