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Disclosery

DIVERSIFIED TRUST CO: AAON position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DIVERSIFIED TRUST CO on AAON, newest first. How the timeline and the estimate are built.

DIVERSIFIED TRUST CO held 11,562 AAON shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,562 shares
    Change vs previous 13F -12,212 shares

    0.02% of the 13F portfolio, value $1,466,755.

    13F-HR 0001479844-26-000007 filed by DIVERSIFIED TRUST CO
    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 23,774 shares
    Change vs previous 13F +3,308 shares

    0.04% of the 13F portfolio, value $1,967,298.

    13F-HR 0001479844-26-000006 filed by DIVERSIFIED TRUST CO
    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 20,466 shares
    Change vs previous 13F +1,638 shares

    0.03% of the 13F portfolio, value $1,560,532.

    13F-HR 0001479844-26-000004 filed by DIVERSIFIED TRUST CO
    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 18,828 shares
    Change vs previous 13F +8,965 shares

    0.04% of the 13F portfolio, value $1,759,288.

    13F-HR 0001479844-25-000015 filed by DIVERSIFIED TRUST CO
    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 9,863 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $727,396.

    13F-HR 0001479844-25-000008 filed by DIVERSIFIED TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).