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Diversified Portfolios, Inc.: ITOT position timeline

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

Diversified Portfolios, Inc. held 51,961 ITOT 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 51,961 shares
    Change vs previous 13F +192 shares

    0.62% of the 13F portfolio, value $8,535,643.

    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 51,769 shares
    Change vs previous 13F +7,144 shares

    0.61% of the 13F portfolio, value $7,373,463.

    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 44,625 shares
    Change vs previous 13F +541 shares

    0.55% of the 13F portfolio, value $6,635,293.

    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 44,084 shares
    Change vs previous 13F -242 shares

    0.57% of the 13F portfolio, value $6,420,831.

    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 44,326 shares
    Change vs previous 13F +1,929 shares

    0.57% of the 13F portfolio, value $5,985,776.

    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 42,397 shares
    Change vs previous 13F +10,024 shares

    0.54% of the 13F portfolio, value $5,172,851.

    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 32,373 shares
    Change vs previous 13F +4,424 shares

    0.45% of the 13F portfolio, value $4,163,808.

    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 27,949 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $3,510,990.

    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).