Diversified Portfolios, Inc.: QUAL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Diversified Portfolios, Inc. on QUAL, newest first. How the timeline and the estimate are built.
Diversified Portfolios, Inc. held 1,745 QUAL shares at 2026-06-30 per its 13F-HR filed 2026-08-04.
the latest 13F is the newest step
- period ended2026-06-3013F 1,745 sharesChange vs previous 13F 0 shares
0.03% of the 13F portfolio, value $382,905.
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 1,745 sharesChange vs previous 13F 0 shares
0.03% of the 13F portfolio, value $334,708.
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).
- period ended2025-12-3113F 1,745 sharesChange vs previous 13F -600 shares
0.03% of the 13F portfolio, value $346,592.
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 2,345 sharesChange vs previous 13F +757 shares
0.04% of the 13F portfolio, value $456,103.
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).
- period ended2025-06-3013F 1,588 sharesChange vs previous 13F +1,588 shares
0.03% of the 13F portfolio, value $290,318.
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).
- period ended2024-12-3113F 0 sharesChange vs previous 13F -1,138 shares
13F-HR 0000905729-25-000021 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 ended2024-09-3013F 1,138 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $204,043.
13F-HR 0000905729-24-000164 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).