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Diversified Portfolios, Inc.: UYLD position timeline

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

Diversified Portfolios, Inc. held 16,785 UYLD 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 16,785 shares
    Change vs previous 13F +3,161 shares

    0.06% of the 13F portfolio, value $856,119.

    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 13,624 shares
    Change vs previous 13F -1,150 shares

    0.06% of the 13F portfolio, value $695,301.

    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 14,774 shares
    Change vs previous 13F +150 shares

    0.06% of the 13F portfolio, value $755,613.

    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 14,624 shares
    Change vs previous 13F +4,480 shares

    0.07% of the 13F portfolio, value $747,944.

    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 10,144 shares
    Change vs previous 13F -4,464 shares

    0.05% of the 13F portfolio, value $518,054.

    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 14,608 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $746,323.

    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).