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Disclosery

DIVERSIFIED TRUST CO: DV position timeline

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

DIVERSIFIED TRUST CO held 124,599 DV 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 124,599 shares
    Change vs previous 13F +77,994 shares

    0.02% of the 13F portfolio, value $1,350,653.

    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 46,605 shares
    Change vs previous 13F +12,702 shares

    0.01% of the 13F portfolio, value $442,747.

    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 33,903 shares
    Change vs previous 13F +551 shares

    0.01% of the 13F portfolio, value $387,850.

    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 33,352 shares
    Change vs previous 13F +9,918 shares

    0.01% of the 13F portfolio, value $399,556.

    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 23,434 shares
    Change vs previous 13F +339 shares

    0.01% of the 13F portfolio, value $350,806.

    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 23,095 shares
    Change vs previous 13F -3,122 shares

    0.01% of the 13F portfolio, value $308,780.

    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 26,217 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $503,628.

    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).