SEC 13F Intelligence

Managers / Q3 2022 · view latest →

Diversified, LLC

CIK 0001841991 · 3705 CONCORD PIKE, WILMINGTON, DE, 19803 · 302-765-3500

Reported Value
$199M
Q3 2022
Positions
123
Filings on Record
18
2019–present window
Filed
Oct 25, 2022
original filing

Summary

Diversified, Llc reported $199M in U.S.-listed holdings across 123 positions for Q3 2022.

Its largest position, XLE, represents 12.6% of the portfolio.

Compared with Q2 2022, the fund opened 27 new positions and exited 6.

Reported Value by Quarter

13F Reported Value
Q4 ’20: $117MQ4 ’20Q1 ’21: $130MQ2 ’21: $130MQ2 ’21Q3 ’21: $188MQ4 ’21: $237MQ4 ’21Q1 ’22: $246MQ2 ’22: $241MQ2 ’22Q3 ’22: $199MQ4 ’22: $254.5BQ4 ’22Q1 ’23: $279MQ2 ’23: $393MQ2 ’23Q3 ’23: $385MQ4 ’23: $462MQ4 ’23Q1 ’24: $727MQ2 ’24: $851MQ2 ’24Q3 ’24: $911Mfilingsflow.com

Portfolio Composition

By security type
ETP: 83.2%Common Stock: 14.7%Closed-End Fund: 1.3%Other: 0.5%REIT: 0.2%Other: 0.1%
  • ETP · 83.2% · $165M
  • Common Stock · 14.7% · $29M
  • Closed-End Fund · 1.3% · $3M
  • Other · 0.5% · $983,000
  • REIT · 0.2% · $366,000
  • Other · 0.1% · $224,000

Quarter-over-Quarter Changes full breakdown →

Holdings — Q3 2022

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q3 2024$911M229Nov 13, 202413F-HRchanges · EDGAR ↗
Q2 2024$851M232Jul 24, 202413F-HRchanges · EDGAR ↗
Q1 2024$727M178May 2, 202413F-HRchanges · EDGAR ↗
Q4 2023$462M157Feb 1, 202413F-HRchanges · EDGAR ↗
Q3 2023$385M139Nov 2, 202313F-HRchanges · EDGAR ↗
Q2 2023$393M144Jul 26, 202313F-HRchanges · EDGAR ↗
Q1 2023$279M145Apr 24, 202313F-HRchanges · EDGAR ↗
Q4 2022$254.5B155Feb 13, 202313F-HRchanges · EDGAR ↗
Q3 2022$199M123Oct 25, 202213F-HRchanges · EDGAR ↗
Q2 2022$241M102Jul 19, 202213F-HRchanges · EDGAR ↗
Q1 2022$246M114Apr 14, 202213F-HRchanges · EDGAR ↗
Q4 2021$237M115Jan 31, 202213F-HRchanges · EDGAR ↗
Q3 2021$188M103Nov 4, 202113F-HRchanges · EDGAR ↗
Q2 2021$130M95Jul 26, 2021RESTATEMENTchanges · EDGAR ↗
Q1 2021$130M95May 5, 202113F-HRchanges · EDGAR ↗
Q4 2020$117M355Jan 26, 202113F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.