Diligent Investors, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 1, 2024
Value $
$431M
Signature - Title
Gerardo Martinez - Regulatory Consultant
Location
Redlands, CA
Summary
This page shows a list of all the recent 13F filings made by Diligent Investors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Diligent Investors, LLC reported 352 stock holdings with total value $431M as of Q3 2024. Top holdings included MSFT, AAPL, SPYG, SPYV, and SPDW.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 352 $431M +$14.7M -$8.72M +$5.94M MSFT, AAPL, SPYG, SPYV, SPDW 13F-HR 10/31/2024, 05:40 PM
Q2 2024 337 $404M +$17.7M -$9.94M +$7.73M MSFT, AAPL, SPYG, SPYV, SPDW 13F-HR 7/15/2024, 03:11 PM
Q1 2024 331 $398M +$23.9M -$10.2M +$13.7M MSFT, SPYG, SPYV, AAPL, MDYG 13F-HR 5/3/2024, 08:14 PM
Q4 2023 319 $364M +$16.7M -$14.7M +$1.92M MSFT, AAPL, SPYV, SPYG, AGG 13F-HR 1/10/2024, 02:53 PM
Q3 2023 300 $327M +$24M -$20.8M +$3.26M MSFT, AAPL, SPYG, SPYV, AGG 13F-HR 11/3/2023, 06:02 PM
Q2 2023 288 $338M +$8.76M -$8.92M -$156K MSFT, AAPL, SPYG, SPYV, AGG 13F-HR 7/24/2023, 01:57 PM
Q1 2023 285 $323M +$4.96M -$3.34M +$1.63M MSFT, SPYV, SPYG, AGG, AAPL 13F-HR 5/10/2023, 08:10 PM
Q4 2022 283 $306M +$11.9M -$5.16M +$6.71M MSFT, SPYV, AGG, SPYG, AAPL 13F-HR 1/20/2023, 03:59 PM
Q3 2022 257 $280M +$13M -$5.11M +$7.93M AGG, MSFT, SPYG, SPYV, AAPL 13F-HR 10/14/2022, 05:16 PM
Q2 2022 260 $292M +$8.44M -$10.6M -$2.16M AGG, MSFT, SPYV, SPYG, AAPL 13F-HR 7/13/2022, 01:36 PM
Q1 2022 273 $345M +$21M -$14.2M +$6.76M MSFT, AGG, SPYG, AAPL, SPYV 13F-HR 4/26/2022, 05:08 PM
Q4 2021 271 $357M +$54.9M -$9.64M +$45.2M AGG, MSFT, SPYG, AAPL, SPYV 13F-HR 1/20/2022, 09:46 PM
Q3 2021 241 $289M $0 -$530K -$530K AGG, MSFT, SPYG, AAPL, SPYV 13F-HR 10/12/2021, 09:48 PM
Q2 2021 242 $295M +$20.4M -$13.9M +$6.56M AGG, MSFT, SPYG, AAPL, SPYV 13F-HR 8/11/2021, 09:36 PM
Q1 2021 235 $274M +$13.3M -$4.3M +$8.97M MSFT, AGG, AAPL, PPBI, SPYG 13F-HR 4/23/2021, 03:51 PM
Q4 2020 218 $249M +$11.6M -$9.66M +$1.96M AGG, MSFT, AAPL, SPYG, PPBI 13F-HR 2/8/2021, 08:18 PM
Q3 2020 209 $219M +$15.6M -$4.04M +$11.6M AGG, MSFT, AAPL, SPYG, SPYV 13F-HR 11/6/2020, 09:21 PM
Q2 2020 199 $204M +$11.6M -$2.49M +$9.08M AGG, MSFT, AAPL, SPYG, SPYV 13F-HR 7/8/2020, 05:57 PM
Q1 2020 179 $167M +$4.24M -$20.2M -$16M AGG, MSFT, AAPL, SPYG, SPYV 13F-HR 4/29/2020, 04:51 PM
Q4 2019 219 $220M +$15.2M -$13.1M +$2.05M AGG, MSFT, AAPL, PPBI, SPYV 13F-HR 1/10/2020, 07:04 PM
Q3 2019 215 $205M +$8.63M -$7.6M +$1.04M AGG, MSFT, PPBI, AAPL, V 13F-HR 10/22/2019, 01:46 PM
Q2 2019 220 $201M +$39.3M -$22.3M +$17M AGG, MSFT, PPBI, V, AAPL 13F-HR 8/1/2019, 02:26 PM
Q1 2019 202 $176M +$11.2M -$3.38M +$7.77M MSFT, PPBI, AAPL, V, INTC 13F-HR 5/9/2019, 07:13 PM
Q4 2018 189 $152M +$4.97M -$11.6M -$6.65M MSFT, PPBI, AAPL, V, INTC 13F-HR 1/16/2019, 07:57 PM
Q3 2018 204 $182M +$13.3M -$4.31M +$9.02M PPBI, MSFT, AAPL, V, DIS 13F-HR 10/25/2018, 06:57 PM
Q2 2018 203 $164M +$17.7M -$17M +$648K PPBI, MSFT, AAPL, V, INTC 13F-HR 7/23/2018, 05:12 PM
Q1 2018 202 $166M +$16.6M -$5.66M +$10.9M PPBI, MSFT, AAPL, V, INTC 13F-HR 4/23/2018, 01:59 PM
Q4 2017 201 $157M +$22.5M -$10.1M +$12.4M PPBI, MSFT, AAPL, V, INTC 13F-HR 2/12/2018, 10:19 AM
Q3 2017 182 $137M +$6.54M -$16M -$9.46M PPBI, MSFT, AAPL, V, DIS 13F-HR 11/9/2017, 02:07 PM
Q2 2017 185 $141M +$19.3M -$8.25M +$11M PPBI, MSFT, AAPL, V, DIS 13F-HR 8/11/2017, 09:17 AM
Q1 2017 162 $127M +$5.02M -$7.05M -$2.03M PPBI, MSFT, AAPL, DIS, V 13F-HR 5/15/2017, 10:48 AM
Q4 2016 167 $122M +$4.82M -$8.55M -$3.72M PPBI, MSFT, AAPL, DIS, T 13F-HR 2/13/2017, 12:06 PM
Q3 2016 167 $122M +$16.2M -$3.5M +$12.7M PPBI, MSFT, AAPL, V, DIS 13F-HR 10/31/2016, 01:00 PM
Q2 2016 158 $104M +$16.4M -$4.87M +$11.5M PPBI, DIS, T, MSFT, V 13F-HR 7/28/2016, 01:36 PM
Q1 2016 146 $90.2M +$5.69M -$1.61M +$4.07M MSFT, DIS, V, AAPL, INTC 13F-HR 5/6/2016, 08:14 PM
Q4 2015 138 $84.9M +$1.85M -$4.54M -$2.69M DIS, MSFT, V, AAPL, INTC 13F-HR 2/1/2016, 06:13 PM
Q3 2015 148 $87.7M +$3.71M -$2.83M +$878K DIS, V, AAPL, INTC, T 13F-HR 11/3/2015, 07:06 PM
Q2 2015 149 $93.7M +$2.06M -$1.93M +$134K DIS, AAPL, V, MSFT, INTC 13F-HR 7/27/2015, 08:25 PM
Q1 2015 149 $94.5M +$4.23M -$3.49M +$737K DIS, AAPL, MSFT, V, INTC 13F-HR 5/12/2015, 07:40 PM
Q4 2014 148 $95.3M $0 $0 DIS, V, AAPL, INTC, MSFT 13F-HR 2/13/2015, 09:26 PM