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DIVERSIFIED MANAGEMENT INC: IVW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DIVERSIFIED MANAGEMENT INC on IVW, newest first. How the timeline and the estimate are built.

DIVERSIFIED MANAGEMENT INC held 22,060 IVW shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 22,060 shares
    Change vs previous 13F +11 shares

    0.55% of the 13F portfolio, value $3,138,208.

    13F-HR 0002085853-26-001105 filed by DIVERSIFIED MANAGEMENT INC
    Accepted , ingested

  2. period ended2026-06-30
    13F 22,049 shares
    Change vs previous 13F +226 shares

    0.65% of the 13F portfolio, value $3,032,348.

    13F-HR 0002085853-26-000682 filed by DIVERSIFIED MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 21,823 shares
    Change vs previous 13F -765 shares

    0.42% of the 13F portfolio, value $2,468,464.

    13F-HR 0002085853-26-000302 filed by DIVERSIFIED MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 22,588 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $2,784,158.

    13F-HR 0002085853-26-000080 filed by DIVERSIFIED MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).