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Diversified Portfolios, Inc.: IWV position timeline

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

Diversified Portfolios, Inc. held 56,280 IWV 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 56,280 shares
    Change vs previous 13F -76 shares

    1.74% of the 13F portfolio, value $23,997,801.

    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 56,356 shares
    Change vs previous 13F -114 shares

    1.72% of the 13F portfolio, value $20,890,050.

    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 56,470 shares
    Change vs previous 13F -1,227 shares

    1.82% of the 13F portfolio, value $21,845,427.

    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 57,697 shares
    Change vs previous 13F -133 shares

    1.93% of the 13F portfolio, value $21,863,709.

    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 57,830 shares
    Change vs previous 13F +4,057 shares

    1.94% of the 13F portfolio, value $20,298,337.

    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 53,773 shares
    Change vs previous 13F -86 shares

    1.8% of the 13F portfolio, value $17,080,462.

    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 53,859 shares
    Change vs previous 13F -130 shares

    1.96% of the 13F portfolio, value $18,002,378.

    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 53,989 shares
    Change vs previous 13F not available

    1.98% of the 13F portfolio, value $17,639,833.

    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).