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Diversified Portfolios, Inc.: DFLV position timeline

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

Diversified Portfolios, Inc. held 1,024,846 DFLV 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 1,024,846 shares
    Change vs previous 13F +108,401 shares

    2.94% of the 13F portfolio, value $40,522,425.

    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 916,445 shares
    Change vs previous 13F +148,308 shares

    2.69% of the 13F portfolio, value $32,726,246.

    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 768,137 shares
    Change vs previous 13F +30,816 shares

    2.19% of the 13F portfolio, value $26,277,971.

    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 737,321 shares
    Change vs previous 13F +84,768 shares

    2.14% of the 13F portfolio, value $24,257,872.

    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 652,553 shares
    Change vs previous 13F +38,422 shares

    1.93% of the 13F portfolio, value $20,242,195.

    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 614,131 shares
    Change vs previous 13F +72,515 shares

    1.97% of the 13F portfolio, value $18,773,985.

    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 541,616 shares
    Change vs previous 13F +83,703 shares

    1.77% of the 13F portfolio, value $16,264,728.

    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 457,913 shares
    Change vs previous 13F not available

    1.59% of the 13F portfolio, value $14,108,300.

    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).