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Diversified Investment Strategies, LLC: SCHZ position timeline

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

Diversified Investment Strategies, LLC held 14,395 SCHZ 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 14,395 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $332,956.

    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 14,395 shares
    Change vs previous 13F +200 shares

    0.21% of the 13F portfolio, value $334,252.

    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 14,195 shares
    Change vs previous 13F +2,175 shares

    0.22% of the 13F portfolio, value $331,737.

    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 12,020 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $282,109.

    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 12,020 shares
    Change vs previous 13F -540 shares

    0.19% of the 13F portfolio, value $279,345.

    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 12,560 shares
    Change vs previous 13F -6,070 shares

    0.2% of the 13F portfolio, value $290,890.

    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 18,630 shares
    Change vs previous 13F +9,315 shares

    0.28% of the 13F portfolio, value $422,901.

    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 9,315 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $442,649.

    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).