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Diversified Portfolios, Inc.: DFAE position timeline

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

Diversified Portfolios, Inc. held 696,657 DFAE 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 696,657 shares
    Change vs previous 13F -3,248 shares

    2.03% of the 13F portfolio, value $28,012,579.

    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 699,905 shares
    Change vs previous 13F -9,986 shares

    1.95% of the 13F portfolio, value $23,698,767.

    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 709,891 shares
    Change vs previous 13F -20,957 shares

    1.92% of the 13F portfolio, value $23,121,143.

    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 730,848 shares
    Change vs previous 13F -3,549 shares

    2.03% of the 13F portfolio, value $23,043,630.

    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 734,397 shares
    Change vs previous 13F +28,257 shares

    2.03% of the 13F portfolio, value $21,260,803.

    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 706,140 shares
    Change vs previous 13F -658 shares

    1.92% of the 13F portfolio, value $18,281,959.

    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 706,798 shares
    Change vs previous 13F +25,402 shares

    1.96% of the 13F portfolio, value $17,931,459.

    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 681,396 shares
    Change vs previous 13F not available

    2.1% of the 13F portfolio, value $18,677,068.

    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).