Diversified Portfolios, Inc.: AVUV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Diversified Portfolios, Inc. on AVUV, newest first. How the timeline and the estimate are built.
Diversified Portfolios, Inc. held 72,592 AVUV shares at 2026-06-30 per its 13F-HR filed 2026-08-04.
the latest 13F is the newest step
- period ended2026-06-3013F 72,592 sharesChange vs previous 13F +1,108 shares
0.66% of the 13F portfolio, value $9,056,578.
13F-HR 0000905729-26-000142 filed by Diversified Portfolios, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 71,484 sharesChange vs previous 13F +4,744 shares
0.65% of the 13F portfolio, value $7,896,837.
13F-HR 0000905729-26-000095 filed by Diversified Portfolios, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 66,740 sharesChange vs previous 13F +1,652 shares
0.57% of the 13F portfolio, value $6,806,145.
13F-HR 0000905729-26-000035 filed by Diversified Portfolios, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 65,088 sharesChange vs previous 13F +3,467 shares
0.57% of the 13F portfolio, value $6,478,209.
13F-HR 0000905729-25-000183 filed by Diversified Portfolios, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 61,621 sharesChange vs previous 13F +11,804 shares
0.54% of the 13F portfolio, value $5,613,674.
13F-HR 0000905729-25-000138 filed by Diversified Portfolios, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 49,817 sharesChange vs previous 13F +1,924 shares
0.46% of the 13F portfolio, value $4,342,548.
13F-HR 0000905729-25-000079 filed by Diversified Portfolios, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 47,893 sharesChange vs previous 13F +442 shares
0.5% of the 13F portfolio, value $4,623,111.
13F-HR 0000905729-25-000021 filed by Diversified Portfolios, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 47,451 sharesChange vs previous 13F not available
0.51% of the 13F portfolio, value $4,552,923.
13F-HR 0000905729-24-000164 filed by Diversified Portfolios, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).