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Disclosery

Diversified, LLC: IVW position timeline

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

Diversified, LLC held 3,015 IVW shares at 2024-09-30 per its 13F-HR filed 2024-11-13.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 3,015 shares
    Change vs previous 13F +2 shares

    0.03% of the 13F portfolio, value $288,672.

    13F-HR 0001172661-24-004609 filed by Diversified, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 3,013 shares
    Change vs previous 13F +123 shares

    0.03% of the 13F portfolio, value $278,821.

    13F-HR 0001172661-24-002897 filed by Diversified, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 2,890 shares
    Change vs previous 13F +1 shares

    0.03% of the 13F portfolio, value $244,031.

    13F-HR 0001172661-24-001994 filed by Diversified, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 2,889 shares
    Change vs previous 13F +2,889 shares

    0.05% of the 13F portfolio, value $216,947.

    13F-HR 0001172661-24-000415 filed by Diversified, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-09-30
    13F 0 shares
    Change vs previous 13F -2,881 shares

    13F-HR 0001172661-23-003575 filed by Diversified, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2023-06-30
    13F 2,881 shares
    Change vs previous 13F -306 shares

    0.05% of the 13F portfolio, value $203,077.

    13F-HR 0001172661-23-002628 filed by Diversified, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-03-31
    13F 3,187 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $203,601.

    13F-HR 0001172661-23-001759 filed by Diversified, LLC
    Filed (acceptance time not in the bulk data set), ingested

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