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Diversified Portfolios, Inc.: IJR position timeline

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

Diversified Portfolios, Inc. held 25,174 IJR 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 25,174 shares
    Change vs previous 13F -1,105 shares

    0.27% of the 13F portfolio, value $3,733,556.

    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 26,279 shares
    Change vs previous 13F -1,976 shares

    0.27% of the 13F portfolio, value $3,266,742.

    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 28,255 shares
    Change vs previous 13F +2,233 shares

    0.28% of the 13F portfolio, value $3,395,686.

    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 26,022 shares
    Change vs previous 13F +352 shares

    0.27% of the 13F portfolio, value $3,092,194.

    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 25,670 shares
    Change vs previous 13F +2,612 shares

    0.27% of the 13F portfolio, value $2,805,474.

    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 23,058 shares
    Change vs previous 13F +2,759 shares

    0.25% of the 13F portfolio, value $2,411,175.

    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 20,299 shares
    Change vs previous 13F +33 shares

    0.26% of the 13F portfolio, value $2,338,851.

    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 20,266 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $2,370,311.

    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).