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Disclosery

DIVERSIFIED TRUST CO: CI position timeline

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

DIVERSIFIED TRUST CO held 3,116 CI 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 3,116 shares
    Change vs previous 13F -523 shares

    0.01% of the 13F portfolio, value $859,018.

    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 3,639 shares
    Change vs previous 13F -2,055 shares

    0.02% of the 13F portfolio, value $970,703.

    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 5,694 shares
    Change vs previous 13F -57 shares

    0.03% of the 13F portfolio, value $1,567,159.

    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 5,751 shares
    Change vs previous 13F +65 shares

    0.03% of the 13F portfolio, value $1,657,725.

    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 5,686 shares
    Change vs previous 13F +2,474 shares

    0.04% of the 13F portfolio, value $1,879,677.

    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 3,212 shares
    Change vs previous 13F +1,063 shares

    0.03% of the 13F portfolio, value $1,056,748.

    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 2,149 shares
    Change vs previous 13F -739 shares

    0.01% of the 13F portfolio, value $593,452.

    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 2,888 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,000,553.

    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).