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Disclosery

DIVERSIFIED TRUST CO: IWD position timeline

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

DIVERSIFIED TRUST CO held 48,614 IWD 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 48,614 shares
    Change vs previous 13F +240 shares

    0.19% of the 13F portfolio, value $11,785,522.

    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 48,374 shares
    Change vs previous 13F +14 shares

    0.19% of the 13F portfolio, value $10,336,176.

    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 48,360 shares
    Change vs previous 13F +394 shares

    0.19% of the 13F portfolio, value $10,172,089.

    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 47,966 shares
    Change vs previous 13F +2,048 shares

    0.2% of the 13F portfolio, value $9,765,555.

    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 45,918 shares
    Change vs previous 13F +220 shares

    0.2% of the 13F portfolio, value $8,918,781.

    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 45,698 shares
    Change vs previous 13F -907 shares

    0.21% of the 13F portfolio, value $8,598,718.

    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 46,605 shares
    Change vs previous 13F -1,756 shares

    0.21% of the 13F portfolio, value $8,628,063.

    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 48,361 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $9,179,095.

    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).