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Diversified Portfolios, Inc.: IUSB position timeline

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

Diversified Portfolios, Inc. held 155,148 IUSB 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 155,148 shares
    Change vs previous 13F -2,707 shares

    0.52% of the 13F portfolio, value $7,160,092.

    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 157,855 shares
    Change vs previous 13F -32,634 shares

    0.6% of the 13F portfolio, value $7,291,318.

    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 190,489 shares
    Change vs previous 13F -14,401 shares

    0.74% of the 13F portfolio, value $8,865,345.

    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 204,890 shares
    Change vs previous 13F -176,088 shares

    0.84% of the 13F portfolio, value $9,570,428.

    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 380,978 shares
    Change vs previous 13F -74,734 shares

    1.68% of the 13F portfolio, value $17,612,617.

    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 455,712 shares
    Change vs previous 13F -104,088 shares

    2.21% of the 13F portfolio, value $20,999,218.

    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 559,800 shares
    Change vs previous 13F -142,230 shares

    2.76% of the 13F portfolio, value $25,302,979.

    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 702,030 shares
    Change vs previous 13F not available

    3.72% of the 13F portfolio, value $33,079,643.

    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).