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Diversified Investment Strategies, LLC: SCHW position timeline

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

Diversified Investment Strategies, LLC held 22,635 SCHW 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 22,635 shares
    Change vs previous 13F 0 shares

    1.35% of the 13F portfolio, value $2,088,531.

    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 22,635 shares
    Change vs previous 13F -2 shares

    1.36% of the 13F portfolio, value $2,127,237.

    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 22,637 shares
    Change vs previous 13F -475 shares

    1.48% of the 13F portfolio, value $2,261,663.

    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 23,112 shares
    Change vs previous 13F 0 shares

    1.45% of the 13F portfolio, value $2,206,503.

    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 23,112 shares
    Change vs previous 13F 0 shares

    1.43% of the 13F portfolio, value $2,108,739.

    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 23,112 shares
    Change vs previous 13F -125 shares

    1.23% of the 13F portfolio, value $1,809,207.

    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 23,237 shares
    Change vs previous 13F +100 shares

    1.12% of the 13F portfolio, value $1,719,770.

    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 23,137 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $1,499,509.

    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).