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Disclosery

DIVERSIFIED TRUST CO: APG position timeline

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

DIVERSIFIED TRUST CO held 63,559 APG 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 63,559 shares
    Change vs previous 13F +3,470 shares

    0.04% of the 13F portfolio, value $2,691,723.

    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 60,089 shares
    Change vs previous 13F +7,443 shares

    0.05% of the 13F portfolio, value $2,434,806.

    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 52,646 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,014,235.

    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).