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Disclosery

Diversified, LLC: SCHX position timeline

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

Diversified, LLC held 3,966,741 SCHX 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 3,966,741 shares
    Change vs previous 13F +62,232 shares

    29.54% of the 13F portfolio, value $269,143,395.

    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 3,904,509 shares
    Change vs previous 13F +182,244 shares

    29.47% of the 13F portfolio, value $250,864,689.

    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 3,722,265 shares
    Change vs previous 13F +1,539,781 shares

    31.78% of the 13F portfolio, value $231,003,782.

    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 2,182,484 shares
    Change vs previous 13F +476,184 shares

    26.65% of the 13F portfolio, value $123,092,074.

    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 1,706,300 shares
    Change vs previous 13F +40,542 shares

    22.4% of the 13F portfolio, value $86,338,763.

    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 1,665,758 shares
    Change vs previous 13F +1,249,794 shares

    22.21% of the 13F portfolio, value $87,235,731.

    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 415,964 shares
    Change vs previous 13F -89,813 shares

    7.2% of the 13F portfolio, value $20,120,177.

    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 505,777 shares
    Change vs previous 13F not available

    8.97% of the 13F portfolio, value $22,835,839.

    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).