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Disclosery

DIVERSIFIED TRUST CO: DFSV position timeline

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

DIVERSIFIED TRUST CO held 24,796 DFSV 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 24,796 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $961,836.

    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 24,796 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $868,851.

    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 24,796 shares
    Change vs previous 13F -8,450 shares

    0.02% of the 13F portfolio, value $815,540.

    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 33,246 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $1,058,552.

    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 33,246 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $978,429.

    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 33,246 shares
    Change vs previous 13F -39,275 shares

    0.02% of the 13F portfolio, value $935,874.

    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 72,521 shares
    Change vs previous 13F -3,254 shares

    0.05% of the 13F portfolio, value $2,232,196.

    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 75,775 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,333,870.

    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).