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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

  1. period ended2026-06-30
    13F 37,462 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 43,164 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 46,929 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 60,557 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 60,557 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 47,676 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 48,387 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 45,721 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).