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Disclosery

DIVERSIFIED TRUST CO: DUK position timeline

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

DIVERSIFIED TRUST CO held 12,644 DUK 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 12,644 shares
    Change vs previous 13F +462 shares

    0.03% of the 13F portfolio, value $1,600,603.

    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 12,182 shares
    Change vs previous 13F -1,057 shares

    0.03% of the 13F portfolio, value $1,595,241.

    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 13,239 shares
    Change vs previous 13F +733 shares

    0.03% of the 13F portfolio, value $1,551,860.

    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 12,506 shares
    Change vs previous 13F -2,104 shares

    0.03% of the 13F portfolio, value $1,547,741.

    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 14,610 shares
    Change vs previous 13F +3,180 shares

    0.04% of the 13F portfolio, value $1,724,097.

    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 11,430 shares
    Change vs previous 13F +3,611 shares

    0.03% of the 13F portfolio, value $1,394,238.

    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 7,819 shares
    Change vs previous 13F +688 shares

    0.02% of the 13F portfolio, value $842,526.

    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 7,131 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $822,318.

    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).