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Disclosery

DIVERSIFIED TRUST CO: CNC position timeline

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

DIVERSIFIED TRUST CO held 43,491 CNC 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 43,491 shares
    Change vs previous 13F +18,292 shares

    0.04% of the 13F portfolio, value $2,791,686.

    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 25,199 shares
    Change vs previous 13F +4,306 shares

    0.02% of the 13F portfolio, value $825,014.

    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 20,893 shares
    Change vs previous 13F +3,557 shares

    0.02% of the 13F portfolio, value $859,746.

    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 17,336 shares
    Change vs previous 13F +8,164 shares

    0.01% of the 13F portfolio, value $618,547.

    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 9,172 shares
    Change vs previous 13F -1,236 shares

    0.01% of the 13F portfolio, value $497,856.

    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 10,408 shares
    Change vs previous 13F +487 shares

    0.02% of the 13F portfolio, value $631,869.

    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 9,921 shares
    Change vs previous 13F -18,018 shares

    0.01% of the 13F portfolio, value $601,014.

    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 27,939 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,103,247.

    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).