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Disclosery

DIVERSIFIED TRUST CO: AEP position timeline

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

DIVERSIFIED TRUST CO held 9,340 AEP 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 9,340 shares
    Change vs previous 13F -11,699 shares

    0.02% of the 13F portfolio, value $1,277,805.

    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 21,039 shares
    Change vs previous 13F -146 shares

    0.05% of the 13F portfolio, value $2,757,792.

    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 21,185 shares
    Change vs previous 13F +8,317 shares

    0.04% of the 13F portfolio, value $2,442,842.

    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 12,868 shares
    Change vs previous 13F +4,913 shares

    0.03% of the 13F portfolio, value $1,447,650.

    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 7,955 shares
    Change vs previous 13F +1,208 shares

    0.02% of the 13F portfolio, value $825,410.

    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).

  6. period ended2025-03-31
    13F 6,747 shares
    Change vs previous 13F +644 shares

    0.02% of the 13F portfolio, value $737,244.

    13F-HR 0001479844-25-000007 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).

  7. period ended2024-12-31
    13F 6,103 shares
    Change vs previous 13F +478 shares

    0.01% of the 13F portfolio, value $562,879.

    13F-HR 0001479844-25-000001 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).

  8. period ended2024-09-30
    13F 5,625 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $577,125.

    13F-HR 0001479844-24-000010 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).