DIVERSIFIED MANAGEMENT INC

Position in BLK — BlackRock, Inc.

CIK 922372 MILWAUKEE, WI

Position in BLK

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$321,161

-$90,450 QoQ

Shares Held

334

-22.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#603

of 849 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

DIVERSIFIED MANAGEMENT INC holds $11,763,068 across 3 Asset Management names. BLK ranks #3 (2.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSI	Tcw Strategic Income Fund Inc	1,300,762	$5,866,436
2	SOR	Source Capital /De/	121,285	$5,575,471
3	BLK	BlackRock, Inc. This page	334	$321,161

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$321,161	334	-22.0%	Shares	Sole	2026-07-10
2026-03-31	$411,611	428	+39.0%	Shares	Sole	2026-04-09
2025-12-31	$329,664	308	—	Shares	Sole	2026-01-26
No filing history on record for this holder in this stock.