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Disclosery

DIVERSIFIED TRUST CO: LPL position timeline

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

DIVERSIFIED TRUST CO held 31,223 LPL 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 31,223 shares
    Change vs previous 13F +11,720 shares

    <0.01% of the 13F portfolio, value $121,457.

    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 19,503 shares
    Change vs previous 13F +927 shares

    <0.01% of the 13F portfolio, value $75,671.

    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 18,576 shares
    Change vs previous 13F +4,723 shares

    <0.01% of the 13F portfolio, value $78,204.

    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 13,853 shares
    Change vs previous 13F -2,531 shares

    <0.01% of the 13F portfolio, value $72,312.

    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 16,384 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $56,033.

    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).