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Disclosery

DIVERSIFIED TRUST CO: IVE position timeline

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

DIVERSIFIED TRUST CO held 26,391 IVE 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 26,391 shares
    Change vs previous 13F +534 shares

    0.1% of the 13F portfolio, value $5,992,476.

    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 25,857 shares
    Change vs previous 13F +983 shares

    0.1% of the 13F portfolio, value $5,459,705.

    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 24,874 shares
    Change vs previous 13F -1,684 shares

    0.1% of the 13F portfolio, value $5,275,029.

    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 26,558 shares
    Change vs previous 13F +7,860 shares

    0.11% of the 13F portfolio, value $5,484,492.

    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 18,698 shares
    Change vs previous 13F +979 shares

    0.08% of the 13F portfolio, value $3,653,963.

    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 17,719 shares
    Change vs previous 13F +15,674 shares

    0.08% of the 13F portfolio, value $3,376,887.

    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 2,045 shares
    Change vs previous 13F -130 shares

    0.01% of the 13F portfolio, value $390,349.

    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 2,175 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $428,844.

    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).