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Disclosery

Diversified, LLC: XLE position timeline

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

Diversified, LLC held 14,372 XLE 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 14,372 shares
    Change vs previous 13F +322 shares

    0.14% of the 13F portfolio, value $1,261,905.

    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 14,050 shares
    Change vs previous 13F +17 shares

    0.15% of the 13F portfolio, value $1,280,647.

    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 14,033 shares
    Change vs previous 13F -143 shares

    0.18% of the 13F portfolio, value $1,324,888.

    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 14,176 shares
    Change vs previous 13F -3,628 shares

    0.26% of the 13F portfolio, value $1,188,484.

    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 17,804 shares
    Change vs previous 13F -5,403 shares

    0.42% of the 13F portfolio, value $1,609,329.

    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 23,207 shares
    Change vs previous 13F -348,872 shares

    0.48% of the 13F portfolio, value $1,883,738.

    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 372,079 shares
    Change vs previous 13F +24,687 shares

    11.03% of the 13F portfolio, value $30,819,281.

    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 347,392 shares
    Change vs previous 13F not available

    11.94% of the 13F portfolio, value $30,386,404.

    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).