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Diversified Investment Strategies, LLC: SCHG position timeline

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

Diversified Investment Strategies, LLC held 10,949 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,949 shares
    Change vs previous 13F -87 shares

    0.24% of the 13F portfolio, value $370,514.

    13F-HR 0001427196-26-000003 filed by Diversified Investment Strategies, 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 11,036 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $321,479.

    13F-HR 0001427196-26-000002 filed by Diversified Investment Strategies, 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 11,036 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $359,994.

    13F-HR 0001427196-26-000001 filed by Diversified Investment Strategies, 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 11,036 shares
    Change vs previous 13F -540 shares

    0.23% of the 13F portfolio, value $352,159.

    13F-HR 0001427196-25-000006 filed by Diversified Investment Strategies, 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 11,576 shares
    Change vs previous 13F -1,440 shares

    0.23% of the 13F portfolio, value $338,135.

    13F-HR 0001427196-25-000004 filed by Diversified Investment Strategies, 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 13,016 shares
    Change vs previous 13F -1,696 shares

    0.22% of the 13F portfolio, value $325,921.

    13F-HR 0001427196-25-000003 filed by Diversified Investment Strategies, 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 14,712 shares
    Change vs previous 13F +10,974 shares

    0.27% of the 13F portfolio, value $410,023.

    13F-HR 0001427196-25-000001 filed by Diversified Investment Strategies, 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 3,738 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $389,425.

    13F-HR 0001427196-24-000009 filed by Diversified Investment Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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