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Disclosery

DIVERSIFIED TRUST CO: ISRG position timeline

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

DIVERSIFIED TRUST CO held 3,079 ISRG 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 3,079 shares
    Change vs previous 13F -1,290 shares

    0.02% of the 13F portfolio, value $1,224,456.

    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 4,369 shares
    Change vs previous 13F -1,812 shares

    0.04% of the 13F portfolio, value $2,014,064.

    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 6,181 shares
    Change vs previous 13F +3,016 shares

    0.06% of the 13F portfolio, value $3,500,670.

    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 3,165 shares
    Change vs previous 13F +71 shares

    0.03% of the 13F portfolio, value $1,415,482.

    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 3,094 shares
    Change vs previous 13F -2,307 shares

    0.04% of the 13F portfolio, value $1,681,309.

    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 5,401 shares
    Change vs previous 13F +1,018 shares

    0.07% of the 13F portfolio, value $2,674,952.

    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 4,383 shares
    Change vs previous 13F +25 shares

    0.06% of the 13F portfolio, value $2,287,749.

    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 4,358 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,140,954.

    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).