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Disclosery

DIVERSIFIED TRUST CO: IWM position timeline

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

DIVERSIFIED TRUST CO held 70,791 IWM 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 70,791 shares
    Change vs previous 13F -1,167 shares

    0.34% of the 13F portfolio, value $21,269,397.

    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 71,958 shares
    Change vs previous 13F +1,524 shares

    0.33% of the 13F portfolio, value $17,845,661.

    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 70,434 shares
    Change vs previous 13F -1,582 shares

    0.32% of the 13F portfolio, value $17,338,071.

    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 72,016 shares
    Change vs previous 13F +5,405 shares

    0.35% of the 13F portfolio, value $17,425,046.

    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 66,611 shares
    Change vs previous 13F +296 shares

    0.32% of the 13F portfolio, value $14,374,102.

    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 66,315 shares
    Change vs previous 13F -1,384 shares

    0.33% of the 13F portfolio, value $13,229,363.

    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 67,699 shares
    Change vs previous 13F -283 shares

    0.36% of the 13F portfolio, value $14,958,827.

    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 67,982 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $15,016,736.

    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).