Skip to content
Disclosery

DIVERSIFIED TRUST CO: IVV position timeline

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

DIVERSIFIED TRUST CO held 44,459 IVV 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 44,459 shares
    Change vs previous 13F +1,436 shares

    0.53% of the 13F portfolio, value $33,295,516.

    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 43,023 shares
    Change vs previous 13F -3,246 shares

    0.52% of the 13F portfolio, value $28,103,397.

    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 46,269 shares
    Change vs previous 13F +4,068 shares

    0.58% of the 13F portfolio, value $31,691,488.

    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 42,201 shares
    Change vs previous 13F -6,085 shares

    0.56% of the 13F portfolio, value $28,245,129.

    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 48,286 shares
    Change vs previous 13F +2,455 shares

    0.67% of the 13F portfolio, value $29,980,777.

    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 45,831 shares
    Change vs previous 13F +1,903 shares

    0.64% of the 13F portfolio, value $25,752,438.

    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 43,928 shares
    Change vs previous 13F -723 shares

    0.63% of the 13F portfolio, value $25,859,535.

    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 44,651 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $25,755,589.

    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).