Diversified Portfolios, Inc.: SUB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Diversified Portfolios, Inc. on SUB, newest first. How the timeline and the estimate are built.
Diversified Portfolios, Inc. held 37,462 SUB shares at 2026-06-30 per its 13F-HR filed 2026-08-04.
the latest 13F is the newest step
- period ended2026-06-3013F 37,462 sharesChange vs previous 13F -5,702 shares
0.29% of the 13F portfolio, value $3,988,579.
13F-HR 0000905729-26-000142 filed by Diversified Portfolios, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 43,164 sharesChange vs previous 13F -3,765 shares
0.38% of the 13F portfolio, value $4,596,966.
13F-HR 0000905729-26-000095 filed by Diversified Portfolios, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 46,929 sharesChange vs previous 13F -13,628 shares
0.42% of the 13F portfolio, value $5,007,324.
13F-HR 0000905729-26-000035 filed by Diversified Portfolios, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 60,557 sharesChange vs previous 13F 0 shares
0.57% of the 13F portfolio, value $6,466,276.
13F-HR 0000905729-25-000183 filed by Diversified Portfolios, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 60,557 sharesChange vs previous 13F +12,881 shares
0.61% of the 13F portfolio, value $6,439,631.
13F-HR 0000905729-25-000138 filed by Diversified Portfolios, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 47,676 sharesChange vs previous 13F -711 shares
0.53% of the 13F portfolio, value $5,034,586.
13F-HR 0000905729-25-000079 filed by Diversified Portfolios, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 48,387 sharesChange vs previous 13F +2,666 shares
0.56% of the 13F portfolio, value $5,103,861.
13F-HR 0000905729-25-000021 filed by Diversified Portfolios, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 45,721 sharesChange vs previous 13F not available
0.55% of the 13F portfolio, value $4,855,113.
13F-HR 0000905729-24-000164 filed by Diversified Portfolios, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).