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Disclosery

DIVERSIFIED TRUST CO: IBOC position timeline

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

DIVERSIFIED TRUST CO held 27,202 IBOC 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 27,202 shares
    Change vs previous 13F +2,326 shares

    0.03% of the 13F portfolio, value $2,065,991.

    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 24,876 shares
    Change vs previous 13F +2,730 shares

    0.03% of the 13F portfolio, value $1,673,906.

    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 22,146 shares
    Change vs previous 13F +848 shares

    0.03% of the 13F portfolio, value $1,471,380.

    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 21,298 shares
    Change vs previous 13F +1,146 shares

    0.03% of the 13F portfolio, value $1,464,237.

    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 20,152 shares
    Change vs previous 13F +240 shares

    0.03% of the 13F portfolio, value $1,341,317.

    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 19,912 shares
    Change vs previous 13F +383 shares

    0.03% of the 13F portfolio, value $1,255,650.

    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 19,529 shares
    Change vs previous 13F +1,974 shares

    0.03% of the 13F portfolio, value $1,233,451.

    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 17,555 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,049,613.

    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).