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Disclosery

Diversified Enterprises, LLC: XLU position timeline

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

Diversified Enterprises, LLC held 27,878 XLU 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 27,878 shares
    Change vs previous 13F -1,505 shares

    0.06% of the 13F portfolio, value $1,263,986.

    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 29,383 shares
    Change vs previous 13F -1,465 shares

    0.07% of the 13F portfolio, value $1,348,401.

    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 30,848 shares
    Change vs previous 13F +15,431 shares

    0.08% of the 13F portfolio, value $1,316,916.

    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 15,417 shares
    Change vs previous 13F -472 shares

    0.09% of the 13F portfolio, value $1,344,483.

    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 15,889 shares
    Change vs previous 13F +297 shares

    0.1% of the 13F portfolio, value $1,297,524.

    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 15,592 shares
    Change vs previous 13F -22 shares

    0.1% of the 13F portfolio, value $1,229,438.

    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 15,614 shares
    Change vs previous 13F +384 shares

    0.11% of the 13F portfolio, value $1,181,851.

    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 15,230 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,230,258.

    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).