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Disclosery

DIVERSIFIED TRUST CO: LVMUY position timeline

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

DIVERSIFIED TRUST CO held 4,771 LVMUY 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 4,771 shares
    Change vs previous 13F -1,278 shares

    0.01% of the 13F portfolio, value $528,121.

    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 6,049 shares
    Change vs previous 13F -50 shares

    0.01% of the 13F portfolio, value $645,531.

    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 6,099 shares
    Change vs previous 13F +1,211 shares

    0.02% of the 13F portfolio, value $924,029.

    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 4,888 shares
    Change vs previous 13F +681 shares

    0.01% of the 13F portfolio, value $597,890.

    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 4,207 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $439,118.

    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).