Skip to content
Disclosery

DIVERSIFIED TRUST CO: FHI position timeline

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

DIVERSIFIED TRUST CO held 11,685 FHI 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 11,685 shares
    Change vs previous 13F +541 shares

    0.01% of the 13F portfolio, value $645,245.

    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 11,144 shares
    Change vs previous 13F +1,704 shares

    0.01% of the 13F portfolio, value $631,976.

    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 9,440 shares
    Change vs previous 13F -4 shares

    0.01% of the 13F portfolio, value $491,540.

    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 9,444 shares
    Change vs previous 13F +408 shares

    0.01% of the 13F portfolio, value $490,426.

    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 9,036 shares
    Change vs previous 13F +229 shares

    0.01% of the 13F portfolio, value $400,475.

    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 8,807 shares
    Change vs previous 13F +629 shares

    0.01% of the 13F portfolio, value $359,061.

    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 8,178 shares
    Change vs previous 13F +208 shares

    0.01% of the 13F portfolio, value $336,197.

    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 7,970 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $293,056.

    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).