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Disclosery

DIVERSIFIED TRUST CO: CB position timeline

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

DIVERSIFIED TRUST CO held 51,950 CB 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 51,950 shares
    Change vs previous 13F -1,242 shares

    0.28% of the 13F portfolio, value $17,701,611.

    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 53,192 shares
    Change vs previous 13F -6,643 shares

    0.32% of the 13F portfolio, value $17,336,867.

    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 59,835 shares
    Change vs previous 13F +2,324 shares

    0.34% of the 13F portfolio, value $18,675,700.

    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 57,511 shares
    Change vs previous 13F +2,364 shares

    0.32% of the 13F portfolio, value $16,232,479.

    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 55,147 shares
    Change vs previous 13F -2,177 shares

    0.35% of the 13F portfolio, value $15,977,188.

    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 57,324 shares
    Change vs previous 13F +1,458 shares

    0.43% of the 13F portfolio, value $17,311,273.

    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 55,866 shares
    Change vs previous 13F +13,134 shares

    0.38% of the 13F portfolio, value $15,435,774.

    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 42,732 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $12,323,480.

    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).