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Disclosery

DIVERSIFIED TRUST CO: DOW position timeline

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

DIVERSIFIED TRUST CO held 91,176 DOW 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 91,176 shares
    Change vs previous 13F +13,939 shares

    0.04% of the 13F portfolio, value $2,494,575.

    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 77,237 shares
    Change vs previous 13F +34,438 shares

    0.06% of the 13F portfolio, value $3,216,921.

    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 42,799 shares
    Change vs previous 13F -53 shares

    0.02% of the 13F portfolio, value $1,000,640.

    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 42,852 shares
    Change vs previous 13F +19,610 shares

    0.02% of the 13F portfolio, value $982,596.

    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 23,242 shares
    Change vs previous 13F -2,708 shares

    0.01% of the 13F portfolio, value $615,448.

    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 25,950 shares
    Change vs previous 13F -192 shares

    0.02% of the 13F portfolio, value $906,174.

    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 26,142 shares
    Change vs previous 13F -1,238 shares

    0.03% of the 13F portfolio, value $1,049,118.

    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 27,380 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,495,769.

    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).