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Disclosery

Diversified, LLC: USMV position timeline

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

Diversified, LLC held 30,240 USMV 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 30,240 shares
    Change vs previous 13F +496 shares

    0.3% of the 13F portfolio, value $2,761,202.

    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 29,744 shares
    Change vs previous 13F +410 shares

    0.29% of the 13F portfolio, value $2,497,313.

    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 29,334 shares
    Change vs previous 13F -1,661 shares

    0.34% of the 13F portfolio, value $2,451,750.

    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 30,995 shares
    Change vs previous 13F -18,994 shares

    0.52% of the 13F portfolio, value $2,418,562.

    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 49,989 shares
    Change vs previous 13F -514 shares

    0.94% of the 13F portfolio, value $3,618,170.

    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 50,503 shares
    Change vs previous 13F +1,571 shares

    0.96% of the 13F portfolio, value $3,753,859.

    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 48,932 shares
    Change vs previous 13F +3,176 shares

    1.27% of the 13F portfolio, value $3,559,308.

    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 45,756 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $3,299,015.

    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).