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Diversified Portfolios, Inc.: CLOB position timeline

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

Diversified Portfolios, Inc. held 31,346 CLOB 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 31,346 shares
    Change vs previous 13F +2,166 shares

    0.11% of the 13F portfolio, value $1,583,330.

    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 29,180 shares
    Change vs previous 13F +12,854 shares

    0.12% of the 13F portfolio, value $1,458,554.

    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 16,326 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $827,160.

    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).