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Diversified Portfolios, Inc.: VMBS position timeline

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

Diversified Portfolios, Inc. held 95,439 VMBS 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 95,439 shares
    Change vs previous 13F +10,876 shares

    0.32% of the 13F portfolio, value $4,467,500.

    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 84,563 shares
    Change vs previous 13F -6 shares

    0.33% of the 13F portfolio, value $3,970,233.

    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 84,569 shares
    Change vs previous 13F -756 shares

    0.33% of the 13F portfolio, value $3,981,509.

    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 85,325 shares
    Change vs previous 13F +2,537 shares

    0.35% of the 13F portfolio, value $4,006,862.

    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 82,788 shares
    Change vs previous 13F +9,671 shares

    0.37% of the 13F portfolio, value $3,836,396.

    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 73,117 shares
    Change vs previous 13F -59,892 shares

    0.36% of the 13F portfolio, value $3,386,048.

    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 133,009 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $6,030,628.

    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).