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Disclosery

DIVERSIFIED TRUST CO: AM position timeline

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

DIVERSIFIED TRUST CO held 12,125 AM 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 12,125 shares
    Change vs previous 13F +52 shares

    <0.01% of the 13F portfolio, value $275,843.

    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 12,073 shares
    Change vs previous 13F +436 shares

    0.01% of the 13F portfolio, value $275,264.

    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 11,637 shares
    Change vs previous 13F -3,031 shares

    <0.01% of the 13F portfolio, value $207,022.

    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 14,668 shares
    Change vs previous 13F -22,804 shares

    0.01% of the 13F portfolio, value $285,145.

    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 37,472 shares
    Change vs previous 13F +9,982 shares

    0.02% of the 13F portfolio, value $710,094.

    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 27,490 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $494,820.

    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).