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Disclosery

DIVERSIFIED TRUST CO: KKR position timeline

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

DIVERSIFIED TRUST CO held 6,795 KKR 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 6,795 shares
    Change vs previous 13F +1,249 shares

    0.01% of the 13F portfolio, value $623,645.

    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 5,546 shares
    Change vs previous 13F -16 shares

    0.01% of the 13F portfolio, value $513,005.

    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 5,562 shares
    Change vs previous 13F +82 shares

    0.01% of the 13F portfolio, value $709,043.

    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 5,480 shares
    Change vs previous 13F +272 shares

    0.01% of the 13F portfolio, value $712,126.

    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 5,208 shares
    Change vs previous 13F +31 shares

    0.02% of the 13F portfolio, value $692,820.

    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 5,177 shares
    Change vs previous 13F -178 shares

    0.01% of the 13F portfolio, value $598,512.

    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 5,355 shares
    Change vs previous 13F -964 shares

    0.02% of the 13F portfolio, value $792,058.

    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 6,319 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $825,135.

    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).