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Disclosery

DIVERSIFIED TRUST CO: JBTM position timeline

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

DIVERSIFIED TRUST CO held 3,804 JBTM 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 3,804 shares
    Change vs previous 13F -261 shares

    0.01% of the 13F portfolio, value $551,580.

    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 4,065 shares
    Change vs previous 13F -2,342 shares

    0.01% of the 13F portfolio, value $519,791.

    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 6,407 shares
    Change vs previous 13F -1,150 shares

    0.02% of the 13F portfolio, value $965,342.

    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 7,557 shares
    Change vs previous 13F -400 shares

    0.02% of the 13F portfolio, value $1,061,380.

    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 7,957 shares
    Change vs previous 13F -726 shares

    0.02% of the 13F portfolio, value $956,908.

    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 8,683 shares
    Change vs previous 13F -1,068 shares

    0.03% of the 13F portfolio, value $1,061,062.

    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 9,751 shares
    Change vs previous 13F -3,649 shares

    0.03% of the 13F portfolio, value $1,239,352.

    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 13,400 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,320,034.

    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).