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Diversified Portfolios, Inc.: SCHB position timeline

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

Diversified Portfolios, Inc. held 220,347 SCHB 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 220,347 shares
    Change vs previous 13F -4,553 shares

    0.46% of the 13F portfolio, value $6,381,249.

    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 224,900 shares
    Change vs previous 13F +10,203 shares

    0.46% of the 13F portfolio, value $5,644,990.

    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 214,697 shares
    Change vs previous 13F -760 shares

    0.47% of the 13F portfolio, value $5,631,502.

    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 215,457 shares
    Change vs previous 13F +955 shares

    0.49% of the 13F portfolio, value $5,539,399.

    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 214,502 shares
    Change vs previous 13F +392 shares

    0.49% of the 13F portfolio, value $5,111,583.

    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 214,110 shares
    Change vs previous 13F 0 shares

    0.48% of the 13F portfolio, value $4,609,788.

    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 214,110 shares
    Change vs previous 13F +142,740 shares

    0.53% of the 13F portfolio, value $4,860,297.

    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 71,370 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $4,747,532.

    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).