SEC 13F Intelligence

Managers / Q1 2024 · view latest →

Diversified, LLC

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

Reported Value
$727M
Q1 2024
Positions
178
Filings on Record
18
2019–present window
Filed
May 2, 2024
original filing

Summary

Diversified, Llc reported $727M in U.S.-listed holdings across 178 positions for Q1 2024.

The portfolio is heavily concentrated: SCHX alone accounts for 31.8% of reported value.

Compared with Q4 2023, the fund opened 25 new positions and exited 4.

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

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2024

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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 ↗.