Skip to content
Disclosery

DIVERSIFIED TRUST CO: BRZE position timeline

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

DIVERSIFIED TRUST CO held 20,995 BRZE 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 20,995 shares
    Change vs previous 13F -17,236 shares

    0.01% of the 13F portfolio, value $455,381.

    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 38,231 shares
    Change vs previous 13F +1,874 shares

    0.02% of the 13F portfolio, value $902,633.

    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 36,357 shares
    Change vs previous 13F +6,005 shares

    0.02% of the 13F portfolio, value $1,246,681.

    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 30,352 shares
    Change vs previous 13F +3,635 shares

    0.02% of the 13F portfolio, value $863,210.

    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 26,717 shares
    Change vs previous 13F -149 shares

    0.02% of the 13F portfolio, value $750,747.

    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 26,866 shares
    Change vs previous 13F +49 shares

    0.02% of the 13F portfolio, value $969,325.

    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 26,817 shares
    Change vs previous 13F +120 shares

    0.03% of the 13F portfolio, value $1,123,095.

    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 26,697 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $863,380.

    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).