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Disclosery

DIVERSIFIED TRUST CO: INTU position timeline

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

DIVERSIFIED TRUST CO held 12,077 INTU 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 12,077 shares
    Change vs previous 13F -244 shares

    0.05% of the 13F portfolio, value $3,152,097.

    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 12,321 shares
    Change vs previous 13F +3,253 shares

    0.1% of the 13F portfolio, value $5,327,353.

    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 9,068 shares
    Change vs previous 13F -1,174 shares

    0.11% of the 13F portfolio, value $6,006,824.

    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 10,242 shares
    Change vs previous 13F +3,058 shares

    0.14% of the 13F portfolio, value $6,994,363.

    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 7,184 shares
    Change vs previous 13F -92 shares

    0.13% of the 13F portfolio, value $5,658,333.

    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 7,276 shares
    Change vs previous 13F +364 shares

    0.11% of the 13F portfolio, value $4,467,390.

    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 6,912 shares
    Change vs previous 13F +1,549 shares

    0.11% of the 13F portfolio, value $4,344,191.

    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 5,363 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $3,330,423.

    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).