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Disclosery

DIVERSIFIED TRUST CO: COO position timeline

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

DIVERSIFIED TRUST CO held 14,464 COO 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 14,464 shares
    Change vs previous 13F -3,105 shares

    0.02% of the 13F portfolio, value $1,037,213.

    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 17,569 shares
    Change vs previous 13F +965 shares

    0.02% of the 13F portfolio, value $1,256,183.

    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 16,604 shares
    Change vs previous 13F +4,141 shares

    0.03% of the 13F portfolio, value $1,360,863.

    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 12,463 shares
    Change vs previous 13F +103 shares

    0.02% of the 13F portfolio, value $854,463.

    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 12,360 shares
    Change vs previous 13F +2,131 shares

    0.02% of the 13F portfolio, value $879,537.

    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 10,229 shares
    Change vs previous 13F +1,135 shares

    0.02% of the 13F portfolio, value $862,900.

    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 9,094 shares
    Change vs previous 13F +45 shares

    0.02% of the 13F portfolio, value $836,103.

    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 9,049 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $998,576.

    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).