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Diversified Portfolios, Inc.: SHY position timeline

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

Diversified Portfolios, Inc. held 5,910 SHY 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 5,910 shares
    Change vs previous 13F -361 shares

    0.04% of the 13F portfolio, value $485,229.

    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 6,271 shares
    Change vs previous 13F +26 shares

    0.04% of the 13F portfolio, value $517,822.

    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 6,245 shares
    Change vs previous 13F +754 shares

    0.04% of the 13F portfolio, value $517,234.

    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 5,491 shares
    Change vs previous 13F +3 shares

    0.04% of the 13F portfolio, value $455,527.

    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 5,488 shares
    Change vs previous 13F +4 shares

    0.04% of the 13F portfolio, value $454,701.

    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 5,484 shares
    Change vs previous 13F -587 shares

    0.05% of the 13F portfolio, value $453,707.

    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 6,071 shares
    Change vs previous 13F +5 shares

    0.05% of the 13F portfolio, value $497,701.

    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 6,066 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $504,425.

    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).