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DIVERSIFIED MANAGEMENT INC: WEC position timeline

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

DIVERSIFIED MANAGEMENT INC held 33,309 WEC 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 33,309 shares
    Change vs previous 13F +7,440 shares

    0.59% of the 13F portfolio, value $3,356,847.

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

  2. period ended2026-06-30
    13F 25,869 shares
    Change vs previous 13F -7,508 shares

    0.65% of the 13F portfolio, value $3,020,708.

    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 33,377 shares
    Change vs previous 13F +7,885 shares

    0.66% of the 13F portfolio, value $3,864,058.

    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 25,492 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $2,688,335.

    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).