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Diversified Portfolios, Inc.: TOTL position timeline

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

Diversified Portfolios, Inc. held 147,256 TOTL 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 147,256 shares
    Change vs previous 13F -85,412 shares

    0.42% of the 13F portfolio, value $5,812,194.

    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 232,668 shares
    Change vs previous 13F +56,879 shares

    0.76% of the 13F portfolio, value $9,243,900.

    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 175,789 shares
    Change vs previous 13F +7,193 shares

    0.59% of the 13F portfolio, value $7,075,507.

    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 168,596 shares
    Change vs previous 13F +8,094 shares

    0.6% of the 13F portfolio, value $6,839,940.

    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 160,502 shares
    Change vs previous 13F +51,788 shares

    0.61% of the 13F portfolio, value $6,437,735.

    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 108,714 shares
    Change vs previous 13F +85,111 shares

    0.46% of the 13F portfolio, value $4,380,087.

    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 23,603 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $929,722.

    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).