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Disclosery

DIVERSIFIED TRUST CO: DOX position timeline

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

DIVERSIFIED TRUST CO held 99,247 DOX 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 99,247 shares
    Change vs previous 13F +533 shares

    0.08% of the 13F portfolio, value $5,015,943.

    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 98,714 shares
    Change vs previous 13F +29,454 shares

    0.12% of the 13F portfolio, value $6,442,075.

    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 69,260 shares
    Change vs previous 13F +5,600 shares

    0.1% of the 13F portfolio, value $5,576,122.

    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 63,660 shares
    Change vs previous 13F +6,114 shares

    0.1% of the 13F portfolio, value $5,223,303.

    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 57,546 shares
    Change vs previous 13F -3,290 shares

    0.12% of the 13F portfolio, value $5,250,497.

    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 60,836 shares
    Change vs previous 13F +497 shares

    0.14% of the 13F portfolio, value $5,566,494.

    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 60,339 shares
    Change vs previous 13F -2,267 shares

    0.13% of the 13F portfolio, value $5,137,262.

    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 62,606 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $5,476,772.

    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).