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Diversified Portfolios, Inc.: SMB position timeline

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

Diversified Portfolios, Inc. held 22,429 SMB 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 22,429 shares
    Change vs previous 13F -3,047 shares

    0.03% of the 13F portfolio, value $389,143.

    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 25,476 shares
    Change vs previous 13F -2,480 shares

    0.04% of the 13F portfolio, value $440,735.

    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 27,956 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $486,714.

    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 27,956 shares
    Change vs previous 13F -158 shares

    0.04% of the 13F portfolio, value $486,994.

    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 28,114 shares
    Change vs previous 13F -64,919 shares

    0.05% of the 13F portfolio, value $485,248.

    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 93,033 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $1,594,120.

    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 93,033 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $1,589,934.

    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 93,033 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,608,541.

    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).