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Disclosery

DIVERSIFIED TRUST CO: CLDT position timeline

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

DIVERSIFIED TRUST CO held 22,970 CLDT 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 22,970 shares
    Change vs previous 13F +4,109 shares

    <0.01% of the 13F portfolio, value $303,893.

    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 18,861 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $148,436.

    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 18,861 shares
    Change vs previous 13F +2,952 shares

    <0.01% of the 13F portfolio, value $128,443.

    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 15,909 shares
    Change vs previous 13F -7,903 shares

    <0.01% of the 13F portfolio, value $106,749.

    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 23,812 shares
    Change vs previous 13F +8,934 shares

    <0.01% of the 13F portfolio, value $165,969.

    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 14,878 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $106,080.

    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).