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Diversified Portfolios, Inc.: VNQ position timeline

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

Diversified Portfolios, Inc. held 42,614 VNQ 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 42,614 shares
    Change vs previous 13F -9,486 shares

    0.3% of the 13F portfolio, value $4,109,268.

    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 52,100 shares
    Change vs previous 13F -8,845 shares

    0.38% of the 13F portfolio, value $4,621,270.

    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 60,945 shares
    Change vs previous 13F -14,572 shares

    0.45% of the 13F portfolio, value $5,393,023.

    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 75,517 shares
    Change vs previous 13F -6,388 shares

    0.61% of the 13F portfolio, value $6,903,764.

    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 81,905 shares
    Change vs previous 13F +3,436 shares

    0.7% of the 13F portfolio, value $7,294,459.

    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 78,469 shares
    Change vs previous 13F -264 shares

    0.75% of the 13F portfolio, value $7,104,583.

    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 78,733 shares
    Change vs previous 13F +2,993 shares

    0.76% of the 13F portfolio, value $7,013,536.

    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 75,740 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $7,378,591.

    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).