• 13F History

Diligent Investors, LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 10, 2025
Value $
$411M
Signature - Title
Gerardo Martinez - Regulatory Consultant
Location
Redlands, CA
Summary
This page shows a list of all the recent 13F filings made by Diligent Investors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Diligent Investors, LLC reported 362 stock holdings with total value $411M as of Q1 2025. Top holdings included MSFT, AAPL, SPYV, SPYG, and SPDW.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 362 $411M +$7.87M -$23.2M -$15.3M MSFT, AAPL, SPYV, SPYG, SPDW 13F-HR 4/10/2025, 05:16 PM
Q4 2024 363 $436M +$20.2M -$11.5M +$8.66M MSFT, AAPL, SPYG, SPYV, MDYG 13F-HR 2/14/2025, 11:56 AM
Q3 2024 352 $431M +$14.7M -$8.72M +$5.94M MSFT, AAPL, SPYG, SPYV, SPDW 13F-HR 10/31/2024, 05:40 PM
Q2 2024 337 $404M +$17.7M -$9.93M +$7.74M MSFT, AAPL, SPYG, SPYV, SPDW 13F-HR 7/15/2024, 03:11 PM
Q1 2024 328 $397M +$23.9M -$10.2M +$13.7M MSFT, SPYG, SPYV, AAPL, MDYG 13F-HR 5/3/2024, 08:14 PM
Q4 2023 319 $364M +$16.7M -$14.7M +$1.92M MSFT, AAPL, SPYV, SPYG, AGG 13F-HR 1/10/2024, 02:53 PM
Q3 2023 308 $327M +$24M -$20.6M +$3.45M MSFT, AAPL, SPYG, SPYV, AGG 13F-HR 11/3/2023, 07:02 PM
Q2 2023 286 $338M +$8.76M -$5.01M +$3.75M MSFT, AAPL, SPYG, SPYV, AGG 13F-HR 7/24/2023, 01:57 PM
Q1 2023 283 $323M +$4.96M -$1.96M +$3M MSFT, SPYV, SPYG, AGG, AAPL 13F-HR 5/10/2023, 08:10 PM
Q4 2022 283 $306M +$11.9M -$4.97M +$6.9M MSFT, SPYV, AGG, SPYG, AAPL 13F-HR 1/20/2023, 02:59 PM
Q3 2022 257 $279M +$13M -$1.47M +$11.6M AGG, MSFT, SPYG, SPYV, AAPL 13F-HR 10/14/2022, 05:16 PM
Q2 2022 260 $291M +$8.24M -$4.28M +$3.96M AGG, MSFT, SPYV, SPYG, AAPL 13F-HR 7/13/2022, 01:36 PM
Q1 2022 273 $344M +$20.9M -$9.33M +$11.6M MSFT, AGG, SPYG, AAPL, SPYV 13F-HR 4/26/2022, 05:08 PM
Q4 2021 271 $357M +$55.6M -$8.24M +$47.4M AGG, MSFT, SPYG, AAPL, SPYV 13F-HR 1/20/2022, 08:46 PM
Q3 2021 235 $292M $0 -$530K -$530K AGG, MSFT, SPYG, AAPL, SPYV 13F-HR 10/12/2021, 09:48 PM
Q2 2021 242 $295M +$20.4M -$13.9M +$6.56M AGG, MSFT, SPYG, AAPL, SPYV 13F-HR 8/11/2021, 09:36 PM
Q1 2021 235 $274M +$13.3M -$4.3M +$8.97M MSFT, AGG, AAPL, PPBI, SPYG 13F-HR 4/23/2021, 03:51 PM
Q4 2020 218 $249M +$11.6M -$7.09M +$4.53M AGG, MSFT, AAPL, SPYG, PPBI 13F-HR 2/8/2021, 07:18 PM
Q3 2020 209 $219M +$15.6M -$2.8M +$12.8M AGG, MSFT, AAPL, SPYG, SPYV 13F-HR 11/6/2020, 08:21 PM
Q2 2020 199 $204M +$11.6M -$1.76M +$9.81M AGG, MSFT, AAPL, SPYG, SPYV 13F-HR 7/8/2020, 05:57 PM
Q1 2020 179 $167M +$4.24M -$8.9M -$4.66M AGG, MSFT, AAPL, SPYG, SPYV 13F-HR 4/29/2020, 04:51 PM
Q4 2019 219 $221M +$15.2M -$9.91M +$5.24M AGG, MSFT, AAPL, PPBI, SPYV 13F-HR 1/10/2020, 06:04 PM
Q3 2019 215 $205M +$8.63M -$4.07M +$4.56M AGG, MSFT, PPBI, AAPL, V 13F-HR 10/22/2019, 01:46 PM
Q2 2019 220 $201M +$39.3M -$18.5M +$20.8M AGG, MSFT, PPBI, V, AAPL 13F-HR 8/1/2019, 02:26 PM
Q1 2019 202 $176M +$11.2M -$1.76M +$9.39M MSFT, PPBI, AAPL, V, INTC 13F-HR 5/9/2019, 07:13 PM
Q4 2018 189 $152M +$4.97M -$6M -$1.03M MSFT, PPBI, AAPL, V, INTC 13F-HR 1/16/2019, 06:57 PM
Q3 2018 204 $182M +$13.3M -$2.6M +$10.7M PPBI, MSFT, AAPL, V, DIS 13F-HR 10/25/2018, 06:57 PM
Q2 2018 203 $164M +$17.7M -$2.56M +$15.1M PPBI, MSFT, AAPL, V, INTC 13F-HR 7/23/2018, 05:12 PM
Q1 2018 202 $166M +$16.6M -$2.9M +$13.7M PPBI, MSFT, AAPL, V, INTC 13F-HR 4/23/2018, 01:59 PM
Q4 2017 201 $157M +$22.5M -$8.53M +$13.9M PPBI, MSFT, AAPL, V, INTC 13F-HR 2/12/2018, 09:19 AM
Q3 2017 181 $136M +$6.54M -$2.98M +$3.56M PPBI, MSFT, AAPL, V, DIS 13F-HR 11/9/2017, 01:07 PM
Q2 2017 185 $141M +$20.7M -$3.23M +$17.4M PPBI, MSFT, AAPL, V, DIS 13F-HR 8/11/2017, 09:17 AM
Q1 2017 156 $126M +$5.02M -$881K +$4.14M PPBI, MSFT, AAPL, DIS, V 13F-HR 5/15/2017, 10:48 AM
Q4 2016 162 $122M +$4.82M -$1.95M +$2.88M PPBI, MSFT, AAPL, DIS, T 13F-HR 2/13/2017, 11:06 AM
Q3 2016 165 $121M +$16.2M -$1.12M +$15.1M PPBI, MSFT, AAPL, V, DIS 13F-HR 10/31/2016, 01:00 PM
Q2 2016 156 $104M +$16.4M -$1.1M +$15.3M PPBI, DIS, T, MSFT, V 13F-HR 7/28/2016, 01:36 PM
Q1 2016 144 $90.2M +$5.87M -$965K +$4.91M MSFT, DIS, V, AAPL, INTC 13F-HR 5/6/2016, 08:14 PM
Q4 2015 134 $84.9M +$1.85M -$2.01M -$157K DIS, MSFT, V, AAPL, INTC 13F-HR 2/1/2016, 05:13 PM
Q3 2015 141 $87.7M +$3.71M -$1.73M +$1.98M DIS, V, AAPL, INTC, T 13F-HR 11/3/2015, 06:06 PM
Q2 2015 146 $93.7M +$2.06M -$596K +$1.47M DIS, AAPL, V, MSFT, INTC 13F-HR 7/27/2015, 08:25 PM
Q1 2015 143 $94.5M +$4.23M -$2.05M +$2.18M DIS, AAPL, MSFT, V, INTC 13F-HR 5/12/2015, 07:40 PM
Q4 2014 143 $95.3M DIS, V, AAPL, INTC, MSFT 13F-HR 2/13/2015, 08:26 PM