Skip to content
Disclosery

DIVERSIFIED TRUST CO: HE position timeline

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

DIVERSIFIED TRUST CO held 0 HE shares at 2025-12-31 per its 13F-HR filed 2026-01-09.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -44,617 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 44,617 shares
    Change vs previous 13F +1,792 shares

    0.01% of the 13F portfolio, value $492,571.

    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).

  3. period ended2025-06-30
    13F 42,825 shares
    Change vs previous 13F +30 shares

    0.01% of the 13F portfolio, value $455,229.

    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).

  4. period ended2025-03-31
    13F 42,795 shares
    Change vs previous 13F +1,340 shares

    0.01% of the 13F portfolio, value $468,605.

    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).

  5. period ended2024-12-31
    13F 41,455 shares
    Change vs previous 13F +1,184 shares

    0.01% of the 13F portfolio, value $403,357.

    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).

  6. period ended2024-09-30
    13F 40,271 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $389,823.

    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).