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Disclosery

DIVERSIFIED TRUST CO: EPD position timeline

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

DIVERSIFIED TRUST CO held 33,474 EPD 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 33,474 shares
    Change vs previous 13F -4,585 shares

    0.02% of the 13F portfolio, value $1,230,504.

    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 38,059 shares
    Change vs previous 13F +3,165 shares

    0.03% of the 13F portfolio, value $1,440,152.

    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 34,894 shares
    Change vs previous 13F +17,472 shares

    0.02% of the 13F portfolio, value $1,118,701.

    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 17,422 shares
    Change vs previous 13F +2,300 shares

    0.01% of the 13F portfolio, value $544,785.

    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 15,122 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $468,933.

    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 15,122 shares
    Change vs previous 13F +1,821 shares

    0.01% of the 13F portfolio, value $516,265.

    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 13,301 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $417,119.

    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 13,301 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $387,192.

    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).