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Diversified Portfolios, Inc.: DFIV position timeline

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

Diversified Portfolios, Inc. held 35,924 DFIV 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 35,924 shares
    Change vs previous 13F +12,607 shares

    0.14% of the 13F portfolio, value $1,940,614.

    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 23,317 shares
    Change vs previous 13F -9,279 shares

    0.1% of the 13F portfolio, value $1,230,671.

    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 32,596 shares
    Change vs previous 13F -26,078 shares

    0.14% of the 13F portfolio, value $1,626,540.

    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 58,674 shares
    Change vs previous 13F +305 shares

    0.24% of the 13F portfolio, value $2,706,045.

    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 58,369 shares
    Change vs previous 13F +7,000 shares

    0.24% of the 13F portfolio, value $2,499,944.

    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 51,369 shares
    Change vs previous 13F -4,151 shares

    0.21% of the 13F portfolio, value $2,021,884.

    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 55,520 shares
    Change vs previous 13F +1,400 shares

    0.21% of the 13F portfolio, value $1,969,850.

    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 54,120 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $2,060,890.

    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).