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DIVERSIFIED TRUST CO: HDB position timeline

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

DIVERSIFIED TRUST CO held 75,858 HDB 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 75,858 shares
    Change vs previous 13F +4,149 shares

    0.03% of the 13F portfolio, value $1,959,412.

    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 71,709 shares
    Change vs previous 13F +144 shares

    0.03% of the 13F portfolio, value $1,784,119.

    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 71,565 shares
    Change vs previous 13F +24,143 shares

    0.05% of the 13F portfolio, value $2,614,985.

    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 47,422 shares
    Change vs previous 13F +25,093 shares

    0.03% of the 13F portfolio, value $1,619,935.

    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 22,329 shares
    Change vs previous 13F +19,110 shares

    0.04% of the 13F portfolio, value $1,711,964.

    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 3,219 shares
    Change vs previous 13F -2 shares

    0.01% of the 13F portfolio, value $213,936.

    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 3,221 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $205,756.

    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).