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Disclosery

DIVERSIFIED TRUST CO: F position timeline

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

DIVERSIFIED TRUST CO held 25,642 F 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 25,642 shares
    Change vs previous 13F -26,731 shares

    0.01% of the 13F portfolio, value $356,436.

    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 52,373 shares
    Change vs previous 13F -91,955 shares

    0.01% of the 13F portfolio, value $604,390.

    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 144,328 shares
    Change vs previous 13F +68,154 shares

    0.03% of the 13F portfolio, value $1,893,590.

    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 76,174 shares
    Change vs previous 13F +64,636 shares

    0.02% of the 13F portfolio, value $911,049.

    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 11,538 shares
    Change vs previous 13F -4,138 shares

    <0.01% of the 13F portfolio, value $125,193.

    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 15,676 shares
    Change vs previous 13F -14,359 shares

    <0.01% of the 13F portfolio, value $157,237.

    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 30,035 shares
    Change vs previous 13F -100,408 shares

    0.01% of the 13F portfolio, value $297,347.

    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 130,443 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,377,483.

    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).