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Disclosery

DIVERSIFIED TRUST CO: HWM position timeline

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

DIVERSIFIED TRUST CO held 22,226 HWM 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 22,226 shares
    Change vs previous 13F -5,840 shares

    0.1% of the 13F portfolio, value $5,975,907.

    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 28,066 shares
    Change vs previous 13F +1,681 shares

    0.12% of the 13F portfolio, value $6,468,274.

    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 26,385 shares
    Change vs previous 13F +2,030 shares

    0.1% of the 13F portfolio, value $5,409,607.

    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 24,355 shares
    Change vs previous 13F +2,058 shares

    0.1% of the 13F portfolio, value $4,779,320.

    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 22,297 shares
    Change vs previous 13F +2,645 shares

    0.09% of the 13F portfolio, value $4,150,260.

    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 19,652 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,549,531.

    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).