Skip to content
Disclosery

DIVERSIFIED TRUST CO: HLI position timeline

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

DIVERSIFIED TRUST CO held 6,983 HLI 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 6,983 shares
    Change vs previous 13F -523 shares

    0.02% of the 13F portfolio, value $936,629.

    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 7,506 shares
    Change vs previous 13F +3,451 shares

    0.02% of the 13F portfolio, value $1,078,011.

    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 4,055 shares
    Change vs previous 13F +840 shares

    0.01% of the 13F portfolio, value $706,340.

    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 3,215 shares
    Change vs previous 13F +12 shares

    0.01% of the 13F portfolio, value $660,103.

    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 3,203 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $576,379.

    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).