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Great Diamond Partners, LLC

SEC CIK
0001801112
Latest filing
Jul 17, 2026

DFS holding history

Discover Financial Services in every 13F filed by Great Diamond Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DFS overviewAll 13F holders of DFSFull Q2 2026 holdings

Shares (Q4 2023)
0
Sold out in Q4 2023
Value
$0
% of portfolio
0.0%
Quarters held
11
Since Q1 2021
Holdings of DFS by Great Diamond Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20230$00.0%−12,382−100.0%Sold outHolders
Q3 202312,382$1.07M0.3%−6,234−33.5%ReducedHolders
Q2 202318,616$2.18M0.6%+164+0.9%AddedHolders
Q1 202318,452$1.82M0.5%−1,178−6.0%ReducedHolders
Q4 202219,630$1.92M0.6%−35−0.2%ReducedHolders
Q3 202219,665$1.79M0.6%+550+2.9%AddedHolders
Q2 202219,115$1.81M0.6%+688+3.7%AddedHolders
Q1 202218,427$2.03M0.6%−1,621−8.1%ReducedHolders
Q4 202120,048$2.32M0.6%−4,612−18.7%ReducedHolders
Q3 202124,660$3.03M0.8%+573+2.4%AddedHolders
Q2 202124,087$2.85M0.8%+1,177+5.1%AddedHolders
Q1 202122,910$2.18M0.7%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.