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Diversified Portfolios, Inc.: DFSD position timeline

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

Diversified Portfolios, Inc. held 1,335,001 DFSD 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 1,335,001 shares
    Change vs previous 13F -1,421 shares

    4.62% of the 13F portfolio, value $63,746,316.

    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 1,336,422 shares
    Change vs previous 13F +99,809 shares

    5.26% of the 13F portfolio, value $63,987,902.

    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 1,236,613 shares
    Change vs previous 13F +107,430 shares

    4.94% of the 13F portfolio, value $59,295,577.

    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 1,129,183 shares
    Change vs previous 13F +196,048 shares

    4.8% of the 13F portfolio, value $54,415,332.

    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 933,135 shares
    Change vs previous 13F +107,566 shares

    4.27% of the 13F portfolio, value $44,799,794.

    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 825,569 shares
    Change vs previous 13F +261,611 shares

    4.13% of the 13F portfolio, value $39,231,025.

    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 563,958 shares
    Change vs previous 13F +142,761 shares

    2.88% of the 13F portfolio, value $26,438,333.

    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 421,197 shares
    Change vs previous 13F not available

    2.26% of the 13F portfolio, value $20,107,922.

    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).