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Diversified Portfolios, Inc.: SCHV position timeline

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

Diversified Portfolios, Inc. held 379,951 SCHV 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 379,951 shares
    Change vs previous 13F -6,176 shares

    0.96% of the 13F portfolio, value $13,226,097.

    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 386,127 shares
    Change vs previous 13F +30,337 shares

    0.97% of the 13F portfolio, value $11,776,881.

    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 355,790 shares
    Change vs previous 13F -31,821 shares

    0.88% of the 13F portfolio, value $10,534,946.

    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 387,611 shares
    Change vs previous 13F +9,133 shares

    1% of the 13F portfolio, value $11,283,361.

    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 378,478 shares
    Change vs previous 13F +56,414 shares

    1% of the 13F portfolio, value $10,472,478.

    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 322,064 shares
    Change vs previous 13F +21,443 shares

    0.9% of the 13F portfolio, value $8,560,463.

    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 300,621 shares
    Change vs previous 13F +208,629 shares

    0.85% of the 13F portfolio, value $7,837,185.

    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 91,992 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $7,393,389.

    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).