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Disclosery

DIVERSIFIED TRUST CO: CRM position timeline

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

DIVERSIFIED TRUST CO held 11,018 CRM 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 11,018 shares
    Change vs previous 13F -4,738 shares

    0.03% of the 13F portfolio, value $1,726,128.

    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 15,756 shares
    Change vs previous 13F -1,139 shares

    0.05% of the 13F portfolio, value $2,941,217.

    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 16,895 shares
    Change vs previous 13F -2,645 shares

    0.08% of the 13F portfolio, value $4,475,709.

    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 19,540 shares
    Change vs previous 13F -8,246 shares

    0.09% of the 13F portfolio, value $4,631,019.

    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 27,786 shares
    Change vs previous 13F +6,430 shares

    0.17% of the 13F portfolio, value $7,576,992.

    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 21,356 shares
    Change vs previous 13F +5,457 shares

    0.14% of the 13F portfolio, value $5,731,107.

    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 15,899 shares
    Change vs previous 13F +3,706 shares

    0.13% of the 13F portfolio, value $5,315,512.

    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 12,193 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $3,337,345.

    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).