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Diversified Portfolios, Inc.: BSV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Diversified Portfolios, Inc. on BSV, newest first. How the timeline and the estimate are built.

Diversified Portfolios, Inc. held 89,097 BSV shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 89,097 shares
    Change vs previous 13F -6,304 shares

    0.5% of the 13F portfolio, value $6,941,572.

    13F-HR 0000905729-26-000142 filed by Diversified Portfolios, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 95,401 shares
    Change vs previous 13F -25,844 shares

    0.61% of the 13F portfolio, value $7,480,369.

    13F-HR 0000905729-26-000095 filed by Diversified Portfolios, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 121,245 shares
    Change vs previous 13F -17,594 shares

    0.8% of the 13F portfolio, value $9,555,330.

    13F-HR 0000905729-26-000035 filed by Diversified Portfolios, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 138,839 shares
    Change vs previous 13F -49,341 shares

    0.97% of the 13F portfolio, value $10,955,775.

    13F-HR 0000905729-25-000183 filed by Diversified Portfolios, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 188,180 shares
    Change vs previous 13F -27,612 shares

    1.41% of the 13F portfolio, value $14,809,776.

    13F-HR 0000905729-25-000138 filed by Diversified Portfolios, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 215,792 shares
    Change vs previous 13F -102,875 shares

    1.78% of the 13F portfolio, value $16,892,189.

    13F-HR 0000905729-25-000079 filed by Diversified Portfolios, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 318,667 shares
    Change vs previous 13F -78,226 shares

    2.69% of the 13F portfolio, value $24,623,410.

    13F-HR 0000905729-25-000021 filed by Diversified Portfolios, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 396,893 shares
    Change vs previous 13F not available

    3.51% of the 13F portfolio, value $31,231,510.

    13F-HR 0000905729-24-000164 filed by Diversified Portfolios, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).