• 13F History

Diversified Enterprises, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 10, 2025
Value $
$1.04B
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 231 stock holdings with total value $1.04B as of Q4 2024. Top holdings included SCHX, SCHD, IVV, OSCV, and SMH.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
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