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Disclosery

DIVERSIFIED TRUST CO: AXP position timeline

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

DIVERSIFIED TRUST CO held 40,946 AXP 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 40,946 shares
    Change vs previous 13F -1,010 shares

    0.22% of the 13F portfolio, value $13,849,984.

    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 41,956 shares
    Change vs previous 13F +4,720 shares

    0.24% of the 13F portfolio, value $12,690,850.

    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 37,236 shares
    Change vs previous 13F -5,014 shares

    0.25% of the 13F portfolio, value $13,775,458.

    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 42,250 shares
    Change vs previous 13F -664 shares

    0.28% of the 13F portfolio, value $14,033,760.

    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 42,914 shares
    Change vs previous 13F -2,013 shares

    0.3% of the 13F portfolio, value $13,688,707.

    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 44,927 shares
    Change vs previous 13F -6,919 shares

    0.3% of the 13F portfolio, value $12,087,609.

    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 51,846 shares
    Change vs previous 13F -412 shares

    0.38% of the 13F portfolio, value $15,387,374.

    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 52,258 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $14,172,369.

    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).