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Disclosery

Diversified, LLC: SCHD position timeline

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

Diversified, LLC held 1,209,629 SCHD 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 1,209,629 shares
    Change vs previous 13F +26,110 shares

    11.22% of the 13F portfolio, value $102,249,975.

    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 1,183,519 shares
    Change vs previous 13F +54,938 shares

    10.81% of the 13F portfolio, value $92,030,407.

    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 1,128,581 shares
    Change vs previous 13F +938,356 shares

    12.52% of the 13F portfolio, value $90,997,469.

    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 190,225 shares
    Change vs previous 13F -7,615 shares

    3.14% of the 13F portfolio, value $14,481,798.

    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 197,840 shares
    Change vs previous 13F -6,818 shares

    3.63% of the 13F portfolio, value $13,999,181.

    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 204,658 shares
    Change vs previous 13F -9,619 shares

    3.78% of the 13F portfolio, value $14,862,276.

    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 214,277 shares
    Change vs previous 13F +60,525 shares

    5.61% of the 13F portfolio, value $15,676,494.

    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 153,752 shares
    Change vs previous 13F not available

    4.56% of the 13F portfolio, value $11,614,407.

    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).