Diversified Portfolios, Inc.: IBM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Diversified Portfolios, Inc. on IBM, newest first. How the timeline and the estimate are built.
Diversified Portfolios, Inc. held 722 IBM shares at 2026-06-30 per its 13F-HR filed 2026-08-04.
the latest 13F is the newest step
- period ended2026-06-3013F 722 sharesChange vs previous 13F +722 shares
0.01% of the 13F portfolio, value $203,034.
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 0 sharesChange vs previous 13F -720 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2025-12-3113F 720 sharesChange vs previous 13F +720 shares
0.02% of the 13F portfolio, value $213,271.
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 0 sharesChange vs previous 13F -687 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 687 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $202,514.
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).