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Diversified Portfolios, Inc.: SGOV position timeline

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

Diversified Portfolios, Inc. held 14,708 SGOV 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 14,708 shares
    Change vs previous 13F -404 shares

    0.11% of the 13F portfolio, value $1,480,633.

    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 15,112 shares
    Change vs previous 13F -2,145 shares

    0.12% of the 13F portfolio, value $1,521,152.

    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 17,257 shares
    Change vs previous 13F -10,885 shares

    0.14% of the 13F portfolio, value $1,732,266.

    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 28,142 shares
    Change vs previous 13F -1,550 shares

    0.25% of the 13F portfolio, value $2,833,922.

    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 29,692 shares
    Change vs previous 13F -1,593 shares

    0.29% of the 13F portfolio, value $2,989,687.

    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 31,285 shares
    Change vs previous 13F -4,682 shares

    0.33% of the 13F portfolio, value $3,149,501.

    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 35,967 shares
    Change vs previous 13F +772 shares

    0.39% of the 13F portfolio, value $3,608,187.

    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 35,195 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $3,544,860.

    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).