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Disclosery

DIVERSIFIED TRUST CO: JCI position timeline

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

DIVERSIFIED TRUST CO held 12,496 JCI 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 12,496 shares
    Change vs previous 13F +143 shares

    0.03% of the 13F portfolio, value $1,825,790.

    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 12,353 shares
    Change vs previous 13F +9,184 shares

    0.03% of the 13F portfolio, value $1,617,625.

    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 3,169 shares
    Change vs previous 13F -24 shares

    0.01% of the 13F portfolio, value $379,487.

    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 3,193 shares
    Change vs previous 13F +140 shares

    0.01% of the 13F portfolio, value $351,070.

    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 3,053 shares
    Change vs previous 13F +152 shares

    0.01% of the 13F portfolio, value $322,457.

    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 2,901 shares
    Change vs previous 13F +173 shares

    0.01% of the 13F portfolio, value $232,399.

    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 2,728 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $215,321.

    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).