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Disclosery

Diversified, LLC: XLU position timeline

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

Diversified, LLC held 15,230 XLU 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 15,230 shares
    Change vs previous 13F -378 shares

    0.14% of the 13F portfolio, value $1,230,258.

    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 15,608 shares
    Change vs previous 13F -211 shares

    0.12% of the 13F portfolio, value $1,063,511.

    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 15,819 shares
    Change vs previous 13F -270 shares

    0.14% of the 13F portfolio, value $1,038,541.

    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 16,089 shares
    Change vs previous 13F -322 shares

    0.22% of the 13F portfolio, value $1,018,909.

    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 16,411 shares
    Change vs previous 13F -667 shares

    0.25% of the 13F portfolio, value $967,098.

    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 17,078 shares
    Change vs previous 13F -817 shares

    0.28% of the 13F portfolio, value $1,117,593.

    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 17,895 shares
    Change vs previous 13F -479 shares

    0.43% of the 13F portfolio, value $1,211,316.

    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 18,374 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $1,295,393.

    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).