Diversified Portfolios, Inc.: DFAS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Diversified Portfolios, Inc. on DFAS, newest first. How the timeline and the estimate are built.
Diversified Portfolios, Inc. held 9,531 DFAS shares at 2026-06-30 per its 13F-HR filed 2026-08-04.
the latest 13F is the newest step
- period ended2026-06-3013F 9,531 sharesChange vs previous 13F 0 shares
0.06% of the 13F portfolio, value $784,783.
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 9,531 sharesChange vs previous 13F 0 shares
0.06% of the 13F portfolio, value $677,940.
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 9,531 sharesChange vs previous 13F -100 shares
0.06% of the 13F portfolio, value $664,025.
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 9,631 sharesChange vs previous 13F -146 shares
0.06% of the 13F portfolio, value $659,338.
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 9,777 sharesChange vs previous 13F +3,045 shares
0.06% of the 13F portfolio, value $622,893.
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 6,732 sharesChange vs previous 13F +380 shares
0.04% of the 13F portfolio, value $402,237.
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 6,352 sharesChange vs previous 13F -30 shares
0.05% of the 13F portfolio, value $413,388.
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 6,382 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $413,937.
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).