Diversified Enterprises, LLC

13F Filings History

Latest 13F report
Q3 2025 - Oct 10, 2025
Value $
$1.48B
Signature - Title
David Levy - CCO/Partner
Location
Wilmington, DE
Summary
This page shows a list of all the recent 13F filings made by Diversified Enterprises, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Diversified Enterprises, LLC reported 321 stock holdings with total value $1.48B as of Q3 2025. Top holdings included SCHX, VIG, OSEA, OSCV, and SMH.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 321 $1.48B +$220M -$161M +$59.3M SCHX, VIG, OSEA, OSCV, SMH 13F-HR 10/10/2025, 05:10 PM
Q2 2025 313 $1.34B +$84.6M -$25.3M +$59.3M SCHX, SCHD, OSEA, OSCV, IVV 13F-HR 7/16/2025, 04:02 PM
Q1 2025 304 $1.19B +$189M -$7.71M +$181M SCHX, SCHD, OSEA, IVV, OSCV 13F-HR 5/15/2025, 11:23 AM
Q4 2024 231 $1.04B +$508M -$126M +$382M SCHX, SCHD, IVV, OSCV, SMH 13F-HR 2/10/2025, 01:29 PM
Q3 2024 229 $911M $0 $0 SCHX, SCHD, IWM, IVV, XLC 13F-HR 11/14/2024, 11:49 AM