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Disclosery

Diversified, LLC: IWM position timeline

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

Diversified, LLC held 306,517 IWM 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 306,517 shares
    Change vs previous 13F +5,083 shares

    7.43% of the 13F portfolio, value $67,706,482.

    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 301,434 shares
    Change vs previous 13F +15,630 shares

    7.19% of the 13F portfolio, value $61,158,041.

    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 285,804 shares
    Change vs previous 13F +279,016 shares

    8.27% of the 13F portfolio, value $60,104,657.

    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 6,788 shares
    Change vs previous 13F +804 shares

    0.29% of the 13F portfolio, value $1,362,386.

    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 5,984 shares
    Change vs previous 13F +597 shares

    0.27% of the 13F portfolio, value $1,057,526.

    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).

  6. period ended2023-06-30
    13F 5,387 shares
    Change vs previous 13F +677 shares

    0.26% of the 13F portfolio, value $1,008,732.

    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 4,710 shares
    Change vs previous 13F +517 shares

    0.3% of the 13F portfolio, value $840,286.

    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).

  8. period ended2022-12-31
    13F 4,193 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $731,106.

    13F-HR 0001172661-23-000698 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).