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Disclosery

DIVERSIFIED TRUST CO: DLB position timeline

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

DIVERSIFIED TRUST CO held 17,628 DLB 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 17,628 shares
    Change vs previous 13F +4,510 shares

    0.01% of the 13F portfolio, value $926,880.

    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 13,118 shares
    Change vs previous 13F +4,328 shares

    0.01% of the 13F portfolio, value $787,867.

    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 8,790 shares
    Change vs previous 13F +87 shares

    0.01% of the 13F portfolio, value $564,493.

    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 8,703 shares
    Change vs previous 13F +2,061 shares

    0.01% of the 13F portfolio, value $629,836.

    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 6,642 shares
    Change vs previous 13F -349 shares

    0.01% of the 13F portfolio, value $493,234.

    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 6,991 shares
    Change vs previous 13F +2,387 shares

    0.01% of the 13F portfolio, value $561,447.

    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 4,604 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $359,572.

    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).