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Disclosery

DIVERSIFIED TRUST CO: IEX position timeline

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

DIVERSIFIED TRUST CO held 6,347 IEX 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 6,347 shares
    Change vs previous 13F -724 shares

    0.02% of the 13F portfolio, value $1,440,451.

    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 7,071 shares
    Change vs previous 13F -894 shares

    0.02% of the 13F portfolio, value $1,340,308.

    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 7,965 shares
    Change vs previous 13F +1,711 shares

    0.03% of the 13F portfolio, value $1,417,292.

    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 6,254 shares
    Change vs previous 13F +39 shares

    0.02% of the 13F portfolio, value $1,017,901.

    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 6,215 shares
    Change vs previous 13F +40 shares

    0.02% of the 13F portfolio, value $1,091,167.

    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 6,175 shares
    Change vs previous 13F -35 shares

    0.03% of the 13F portfolio, value $1,117,489.

    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 6,210 shares
    Change vs previous 13F +59 shares

    0.03% of the 13F portfolio, value $1,299,690.

    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 6,151 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,319,389.

    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).