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Disclosery

Diversified, LLC: WTRG position timeline

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

Diversified, LLC held 6,174 WTRG 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 6,174 shares
    Change vs previous 13F -4,651 shares

    0.03% of the 13F portfolio, value $238,134.

    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 10,825 shares
    Change vs previous 13F +4 shares

    0.05% of the 13F portfolio, value $404,096.

    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 10,821 shares
    Change vs previous 13F -839 shares

    0.06% of the 13F portfolio, value $400,917.

    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 11,660 shares
    Change vs previous 13F +4 shares

    0.09% of the 13F portfolio, value $435,488.

    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 11,656 shares
    Change vs previous 13F +5 shares

    0.1% of the 13F portfolio, value $400,133.

    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 11,651 shares
    Change vs previous 13F +3 shares

    0.12% of the 13F portfolio, value $465,011.

    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 11,648 shares
    Change vs previous 13F -2,705 shares

    0.18% of the 13F portfolio, value $508,437.

    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 14,353 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $685,068.

    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).