Diversified Portfolios, Inc.

13F Filings History

Latest 13F report
Q3 2024 - Nov 6, 2024
Value $
$889M
Signature - Title
J. Bradley Cox - Chief Compliance Officer
Location
Bloomfield Hills, MI
Summary
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. Diversified Portfolios, Inc. reported 139 stock holdings with total value $889M as of Q3 2024. Top holdings included VTI, JBND, ICSH, AVDE, and FLOT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 139 $889M +$164M -$71.2M +$93M VTI, JBND, ICSH, AVDE, FLOT 13F-HR 11/6/2024, 10:10 AM
Q2 2024 135 $758M +$54.7M -$13.4M +$41.3M VTI, BSV, ICSH, IUSB, FLOT 13F-HR 7/22/2024, 03:19 PM
Q1 2024 126 $710M +$51.7M -$3.95M +$47.7M VTI, BSV, ICSH, IUSB, AVDE 13F-HR 5/7/2024, 11:10 AM
Q4 2023 124 $636M +$68.7M -$7.17M +$61.6M VTI, BSV, ICSH, IUSB, AVDE 13F-HR 1/30/2024, 10:37 AM
Q3 2023 115 $530M +$65.3M -$17.3M +$48M VTI, BSV, ICSH, IUSB, BIV 13F-HR 11/2/2023, 01:08 PM
Q2 2023 125 $498M +$46M -$15.9M +$30.1M VTI, BSV, BIV, AVDE, SPY 13F-HR 8/9/2023, 04:13 PM
Q1 2023 131 $449M +$27.6M -$34.9M -$7.24M VTI, BSV, BIV, AVDE, SPY 13F-HR 5/2/2023, 08:38 AM
Q4 2022 130 $436M +$61.5M -$18.1M +$43.4M VTI, BSV, BIV, SPY, AVDE 13F-HR 1/24/2023, 01:02 PM
Q3 2022 132 $372M +$46.3M -$14.8M +$31.5M VTI, BSV, BIV, SPY, IWV 13F-HR 11/7/2022, 05:03 PM
Q2 2022 16 $7.74M $0 $0 BRKA, FRME, NVO, TSLA, TMO New Holdings 11/7/2022, 05:01 PM
Q2 2022 128 $359M +$47.8M -$48.7M -$844K VTI, BSV, BIV, SPY, IWV 13F-HR 8/9/2022, 09:46 AM
Q1 2022 134 $408M +$38.9M -$25.7M +$13.2M VTI, BSV, BIV, SPY, IWV 13F-HR 5/12/2022, 08:46 AM
Q4 2021 135 $414M +$39M -$7.84M +$31.2M VTI, BSV, BIV, SPY, IWV 13F-HR 1/31/2022, 04:35 PM
Q3 2021 117 $362M +$106M -$8.54M +$97.6M VTI, BSV, BIV, IWV, SPY 13F-HR 11/15/2021, 12:49 PM
Q2 2021 106 $265M +$44.9M -$97.5M -$52.6M VTI, ALTR, IWV, SPY, ESGV 13F-HR 8/3/2021, 10:57 AM
Q1 2021 98 $304M +$18.9M -$5.29M +$13.6M VTI, BSV, BIV, IWV, SPY 13F-HR 5/4/2021, 08:44 AM
Q4 2020 93 $280M +$32.2M -$5.05M +$27.2M VTI, BSV, BIV, IWV, SPY 13F-HR 2/9/2021, 11:55 AM
Q3 2020 73 $231M +$17M -$5.39M +$11.6M VTI, BSV, BIV, SPY, IWV 13F-HR 10/28/2020, 04:35 PM
Q2 2020 60 $209M +$5.28M -$3.05M +$2.23M VTI, BSV, BIV, IWV, SPY 13F-HR 8/4/2020, 10:29 AM
Q1 2020 53 $180M +$7.76M -$5.85M +$1.91M VTI, BSV, BIV, IWV, SPY 13F-HR 5/12/2020, 03:21 PM
Q4 2019 65 $211M +$3.52M -$1.43M +$2.1M VTI, BSV, BIV, IWV, SPY 13F-HR 2/4/2020, 01:09 PM
Q3 2019 58 $198M +$15.6M -$1.36M +$14.3M VTI, BSV, BIV, IWV, SPY 13F-HR 11/12/2019, 10:59 AM
Q2 2019 52 $182M +$1.87M -$4.99M -$3.12M VTI, BSV, BIV, IWV, SPY 13F-HR 8/13/2019, 02:32 PM
Q1 2019 56 $180M +$4.14M -$1.75M +$2.4M VTI, BSV, BIV, IWV, SPY 13F-HR 5/14/2019, 09:08 AM
Q4 2018 47 $161M +$4.1M -$4.47M -$372K VTI, BSV, BIV, IWV, SPY 13F-HR 2/12/2019, 11:25 AM
Q3 2018 49 $181M +$2.41M -$4.23M -$1.82M VTI, BSV, BIV, IWV, SPY 13F-HR 10/10/2018, 11:11 AM
Q2 2018 48 $175M +$753K -$3.68M -$2.93M VTI, BSV, BIV, IWV, SPY 13F-HR 7/31/2018, 10:19 AM
Q1 2018 48 $174M +$1.41M -$7.83M -$6.42M VTI, BSV, BIV, IWV, SPY 13F-HR 4/17/2018, 10:22 AM
Q4 2017 55 $183M +$5M -$4.85M +$150K VTI, BSV, BIV, IWV, SPY 13F-HR 1/10/2018, 04:48 PM
Q3 2017 52 $176M +$13.1M -$9.87M +$3.19M VTI, BSV, BIV, IWV, SPY 13F-HR 10/24/2017, 02:58 PM
Q2 2017 49 $168M +$4.03M -$4.54M -$501K VTI, BSV, BIV, IWV, SPY 13F-HR 8/10/2017, 02:23 PM
Q1 2017 50 $165M +$5.12M -$7.62M -$2.5M VTI, BSV, BIV, IWV, SPY 13F-HR 5/8/2017, 10:55 AM
Q4 2016 46 $162M +$5.21M -$6.06M -$845K VTI, BSV, BIV, SPY, IWV 13F-HR 2/13/2017, 04:52 PM
Q3 2016 47 $160M +$2.87M -$7.37M -$4.5M VTI, BIV, BSV, SPY, IWV 13F-HR 11/8/2016, 01:43 PM
Q2 2016 52 $160M +$650K -$2.52M -$1.87M VTI, BIV, BSV, SPY, IWV 13F-HR 8/4/2016, 04:04 PM
Q1 2016 51 $159M +$9.19M -$8.75M +$442K VTI, BIV, BSV, SPY, IWV 13F-HR 5/10/2016, 01:05 PM
Q4 2015 51 $157M +$5.87M -$4.5M +$1.38M VTI, BIV, BSV, SPY, IWM 13F-HR 2/16/2016, 12:21 PM
Q3 2015 51 $151M +$3.57M -$2.51M +$1.06M VTI, BIV, BSV, SPY, IWM 13F-HR 11/9/2015, 10:04 AM
Q2 2015 51 $158M +$5.63M -$4.39M +$1.23M VTI, BIV, BSV, SPY, IWM 13F-HR 8/13/2015, 03:07 PM
Q1 2015 53 $158M +$4.76M -$17.7M -$12.9M VTI, BIV, SPY, BSV, IWM 13F-HR 5/8/2015, 03:21 PM
Q4 2014 77 $168M $0 $0 VTI, BIV, BSV, SPY, IWM 13F-HR 2/20/2015, 02:00 PM