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Diversified Portfolios, Inc.: CLOI position timeline

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

Diversified Portfolios, Inc. held 223,081 CLOI 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 223,081 shares
    Change vs previous 13F +100,444 shares

    0.86% of the 13F portfolio, value $11,812,139.

    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 122,637 shares
    Change vs previous 13F +19,843 shares

    0.53% of the 13F portfolio, value $6,462,970.

    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 102,794 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $5,428,551.

    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).