Skip to content
Disclosery

Diversified Portfolios, Inc.: DFAT position timeline

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

Diversified Portfolios, Inc. held 69,706 DFAT 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 69,706 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $4,872,449.

    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 69,706 shares
    Change vs previous 13F -1,557 shares

    0.36% of the 13F portfolio, value $4,353,140.

    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 71,263 shares
    Change vs previous 13F -1,351 shares

    0.35% of the 13F portfolio, value $4,242,999.

    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 72,614 shares
    Change vs previous 13F +93 shares

    0.37% of the 13F portfolio, value $4,226,861.

    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 72,521 shares
    Change vs previous 13F -623 shares

    0.37% of the 13F portfolio, value $3,913,233.

    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 73,144 shares
    Change vs previous 13F -96 shares

    0.4% of the 13F portfolio, value $3,766,185.

    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 73,240 shares
    Change vs previous 13F -1,105 shares

    0.44% of the 13F portfolio, value $4,076,538.

    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 74,345 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $4,135,812.

    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).