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Disclosery

DIVERSIFIED TRUST CO: EXC position timeline

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

DIVERSIFIED TRUST CO held 10,454 EXC 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 10,454 shares
    Change vs previous 13F +428 shares

    0.01% of the 13F portfolio, value $487,365.

    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 10,026 shares
    Change vs previous 13F -666 shares

    0.01% of the 13F portfolio, value $491,474.

    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 10,692 shares
    Change vs previous 13F -169 shares

    0.01% of the 13F portfolio, value $466,063.

    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 10,861 shares
    Change vs previous 13F -32,289 shares

    0.01% of the 13F portfolio, value $488,853.

    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 43,150 shares
    Change vs previous 13F +1,139 shares

    0.04% of the 13F portfolio, value $1,873,572.

    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 42,011 shares
    Change vs previous 13F +19,848 shares

    0.05% of the 13F portfolio, value $1,935,866.

    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 22,163 shares
    Change vs previous 13F -15,354 shares

    0.02% of the 13F portfolio, value $834,214.

    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 37,517 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,521,314.

    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).