DIVERSIFIED MANAGEMENT INC
All 13F Filings
- Location
- Milwaukee, WI
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 572,853
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/8/2026 | 236 | 572,853 | 13F-HR | DIVERSIFIED MANAGEMENT INC |
| Q2 2026 | 7/9/2026 | 171 | 468,085 | 13F-HR | DIVERSIFIED MANAGEMENT INC |
| Q1 2026 | 4/9/2026 | 262 | 583,239 | 13F-HR | DIVERSIFIED MANAGEMENT INC |
| Q4 2025 | 1/26/2026 | 177 | 428,470 | 13F-HR | DIVERSIFIED MANAGEMENT INC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 318.8 K | 55.7% | 102.2 K | 0 | 102.2 K |
| ETFs | 254 K | 44.3% | 2.594 K | 0 | 2.594 K |
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Fund Snapshot
Q3 2026
Latest filed
10/8/2026
Total value ($000)
572,853
Holdings
236
QoQ value change ($000)
104,768
(22.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.