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Disclosery

DIVERSIFIED TRUST CO: GEN position timeline

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

DIVERSIFIED TRUST CO held 137,113 GEN 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 137,113 shares
    Change vs previous 13F -68,237 shares

    0.05% of the 13F portfolio, value $3,412,753.

    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 205,350 shares
    Change vs previous 13F -16,807 shares

    0.07% of the 13F portfolio, value $3,866,739.

    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 222,157 shares
    Change vs previous 13F +4,761 shares

    0.11% of the 13F portfolio, value $6,040,448.

    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 217,396 shares
    Change vs previous 13F +23,035 shares

    0.12% of the 13F portfolio, value $6,171,871.

    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 194,361 shares
    Change vs previous 13F -12,071 shares

    0.13% of the 13F portfolio, value $5,714,213.

    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 206,432 shares
    Change vs previous 13F -63 shares

    0.14% of the 13F portfolio, value $5,478,704.

    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 206,495 shares
    Change vs previous 13F +213 shares

    0.14% of the 13F portfolio, value $5,653,832.

    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 206,282 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $5,658,314.

    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).