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Disclosery

DIVERSIFIED TRUST CO: IWF position timeline

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

DIVERSIFIED TRUST CO held 84,704 IWF 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 84,704 shares
    Change vs previous 13F +63,213 shares

    0.17% of the 13F portfolio, value $10,517,702.

    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 21,491 shares
    Change vs previous 13F -571 shares

    0.17% of the 13F portfolio, value $9,163,762.

    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 22,062 shares
    Change vs previous 13F +132 shares

    0.19% of the 13F portfolio, value $10,441,944.

    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 21,930 shares
    Change vs previous 13F -665 shares

    0.21% of the 13F portfolio, value $10,272,231.

    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 22,595 shares
    Change vs previous 13F -1,332 shares

    0.21% of the 13F portfolio, value $9,593,385.

    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 23,927 shares
    Change vs previous 13F -776 shares

    0.21% of the 13F portfolio, value $8,639,800.

    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 24,703 shares
    Change vs previous 13F -208 shares

    0.24% of the 13F portfolio, value $9,920,230.

    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 24,911 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $9,351,091.

    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).