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Disclosery

DIVERSIFIED TRUST CO: KLAC position timeline

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

DIVERSIFIED TRUST CO held 109,953 KLAC 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 109,953 shares
    Change vs previous 13F +98,363 shares

    0.53% of the 13F portfolio, value $33,173,942.

    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 11,590 shares
    Change vs previous 13F -376 shares

    0.32% of the 13F portfolio, value $17,065,231.

    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 11,966 shares
    Change vs previous 13F +232 shares

    0.27% of the 13F portfolio, value $14,539,647.

    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 11,734 shares
    Change vs previous 13F -612 shares

    0.25% of the 13F portfolio, value $12,656,292.

    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 12,346 shares
    Change vs previous 13F -1,032 shares

    0.25% of the 13F portfolio, value $11,058,805.

    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 13,378 shares
    Change vs previous 13F +9,440 shares

    0.22% of the 13F portfolio, value $9,094,363.

    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 3,938 shares
    Change vs previous 13F -389 shares

    0.06% of the 13F portfolio, value $2,481,412.

    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 4,327 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $3,350,871.

    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).