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Diversified, LLC: SCHV position timeline

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

Diversified, LLC held 13,597 SCHV 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 13,597 shares
    Change vs previous 13F +2,742 shares

    0.12% of the 13F portfolio, value $1,092,791.

    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 10,855 shares
    Change vs previous 13F +10,855 shares

    0.09% of the 13F portfolio, value $804,138.

    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 0 shares
    Change vs previous 13F -3,168 shares

    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).

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

  4. period ended2023-12-31
    13F 3,168 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $222,077.

    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).