Diligent Investors, LLC

All 13F Filings

Location
Redlands, CA
Most recent 13F
Q2 2026
Holdings value ($000)
449,051
Description
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Website
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Founded
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Chairman
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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
Q2 2026 7/24/2026 357 449,051 13F-HR Diligent Investors, LLC
Q1 2026 4/15/2026 346 403,705 13F-HR Diligent Investors, LLC
Q4 2025 1/23/2026 339 406,606 13F-HR Diligent Investors, LLC
Q3 2025 11/14/2025 332 395,617 13F-HR Diligent Investors, LLC
Q2 2025 7/22/2025 335 422,148 13F-HR Diligent Investors, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 357.6 K 79.6% 39.56 K 0 39.56 K
ETFs 91.47 K 20.4% 5.786 K 0 5.786 K
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Fund Snapshot

Q2 2026
Latest filed
7/24/2026
Total value ($000)
449,051
Holdings
357
QoQ value change ($000)
45,346 (11.2%)
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.