Current Market Value 1,048,441,821
Current Holdings 163
Most Recent File Date 2025-08-11
Total Filings on Record 44
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Diversified Portfolios, Inc. . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

Upgrade to unlock premium data.

File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-11 2025-06-30 13F-HR 163 1,048,442
2025-04-22 2025-03-31 13F-HR 141 950,801
2025-01-29 2024-12-31 13F-HR 146 916,878
2024-11-06 2024-09-30 13F-HR 139 890,034
2024-07-22 2024-06-30 13F-HR 135 759,040
2024-05-07 2024-03-31 13F-HR 126 710,469
2024-01-30 2023-12-31 13F-HR 124 635,531
2023-11-02 2023-09-30 13F-HR 115 530,194
2023-08-09 2023-06-30 13F-HR 125 498,267
2023-05-02 2023-03-31 13F-HR 131 449,408
2023-01-24 2022-12-31 13F-HR 130 436,280
2022-11-07 2022-09-30 13F-HR 132 371,585
2022-11-07 2022-06-30 13F-HR/A 1 N 16 7,743
2022-08-09 2022-06-30 13F-HR 112 351,146
2022-05-12 2022-03-31 13F-HR 134 417,149
2022-01-31 2021-12-31 13F-HR 135 415,774
2021-11-15 2021-09-30 13F-HR 117 361,533
2021-08-03 2021-06-30 13F-HR 106 265,372
2021-05-04 2021-03-31 13F-HR 98 303,989
2021-02-09 2020-12-31 13F-HR 93 279,600
2020-10-28 2020-09-30 13F-HR 73 231,286
2020-08-04 2020-06-30 13F-HR 60 209,047
2020-05-12 2020-03-31 13F-HR 53 180,321
2020-02-04 2019-12-31 13F-HR 65 211,148
2019-11-12 2019-09-30 13F-HR 58 197,653
2019-08-13 2019-06-30 13F-HR 52 181,977
2019-05-14 2019-03-31 13F-HR 55 179,905
2019-02-12 2018-12-31 13F-HR 47 161,324
2018-10-10 2018-09-30 13F-HR 49 180,890
2018-07-31 2018-06-30 13F-HR 48 175,364
2018-04-17 2018-03-31 13F-HR 48 173,938
2018-01-10 2017-12-31 13F-HR 55 183,060
2017-10-24 2017-09-30 13F-HR 52 176,260
2017-08-10 2017-06-30 13F-HR 49 168,410
2017-05-08 2017-03-31 13F-HR 50 165,468
2017-02-13 2016-12-31 13F-HR 46 162,099
2016-11-08 2016-09-30 13F-HR 47 159,976
2016-08-04 2016-06-30 13F-HR 52 160,432
2016-05-10 2016-03-31 13F-HR 51 158,915
2016-02-16 2015-12-31 13F-HR 52 156,639
2015-11-09 2015-09-30 13F-HR 52 150,795
2015-08-13 2015-06-30 13F-HR 52 158,696
2015-05-08 2015-03-31 13F-HR 54 158,042
2015-02-20 2014-12-31 13F-HR 77 168,492