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Disclosery

DIVERSIFIED TRUST CO: FWRG position timeline

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

DIVERSIFIED TRUST CO held 24,260 FWRG 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 24,260 shares
    Change vs previous 13F -1,394 shares

    0.01% of the 13F portfolio, value $312,711.

    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 25,654 shares
    Change vs previous 13F +1,154 shares

    <0.01% of the 13F portfolio, value $268,853.

    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 24,500 shares
    Change vs previous 13F +2,700 shares

    0.01% of the 13F portfolio, value $369,460.

    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 21,800 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $340,952.

    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 21,800 shares
    Change vs previous 13F -126 shares

    0.01% of the 13F portfolio, value $349,672.

    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 21,926 shares
    Change vs previous 13F -7,125 shares

    0.01% of the 13F portfolio, value $365,067.

    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 29,051 shares
    Change vs previous 13F +13,301 shares

    0.01% of the 13F portfolio, value $540,639.

    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 15,750 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $245,700.

    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).