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Disclosery

DIVERSIFIED TRUST CO: IVW position timeline

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

DIVERSIFIED TRUST CO held 48,168 IVW 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 48,168 shares
    Change vs previous 13F +1,120 shares

    0.11% of the 13F portfolio, value $6,624,599.

    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 47,048 shares
    Change vs previous 13F +2,464 shares

    0.1% of the 13F portfolio, value $5,321,598.

    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 44,584 shares
    Change vs previous 13F +2,004 shares

    0.1% of the 13F portfolio, value $5,495,423.

    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 42,580 shares
    Change vs previous 13F +30,463 shares

    0.1% of the 13F portfolio, value $5,140,256.

    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 12,117 shares
    Change vs previous 13F +2,108 shares

    0.03% of the 13F portfolio, value $1,334,081.

    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 10,009 shares
    Change vs previous 13F +3,254 shares

    0.02% of the 13F portfolio, value $929,135.

    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 6,755 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $685,835.

    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 6,755 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $646,791.

    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).