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Disclosery

DIVERSIFIED TRUST CO: IJR position timeline

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

DIVERSIFIED TRUST CO held 26,605 IJR 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 26,605 shares
    Change vs previous 13F +1,377 shares

    0.06% of the 13F portfolio, value $3,945,833.

    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 25,228 shares
    Change vs previous 13F -4,147 shares

    0.06% of the 13F portfolio, value $3,136,092.

    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 29,375 shares
    Change vs previous 13F +79 shares

    0.06% of the 13F portfolio, value $3,530,286.

    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 29,296 shares
    Change vs previous 13F -8,118 shares

    0.07% of the 13F portfolio, value $3,481,243.

    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 37,414 shares
    Change vs previous 13F +9,889 shares

    0.09% of the 13F portfolio, value $4,088,975.

    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 27,525 shares
    Change vs previous 13F -3,055 shares

    0.07% of the 13F portfolio, value $2,878,288.

    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 30,580 shares
    Change vs previous 13F -795 shares

    0.09% of the 13F portfolio, value $3,523,427.

    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 31,375 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $3,669,619.

    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).