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Disclosery

DIVERSIFIED TRUST CO: MA position timeline

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

DIVERSIFIED TRUST CO held 18,199 MA 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 18,199 shares
    Change vs previous 13F +6,683 shares

    0.15% of the 13F portfolio, value $9,347,244.

    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 11,516 shares
    Change vs previous 13F -10,434 shares

    0.11% of the 13F portfolio, value $5,754,084.

    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 21,950 shares
    Change vs previous 13F -3,748 shares

    0.23% of the 13F portfolio, value $12,530,815.

    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 25,698 shares
    Change vs previous 13F +3,696 shares

    0.29% of the 13F portfolio, value $14,617,279.

    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 22,002 shares
    Change vs previous 13F -1,419 shares

    0.27% of the 13F portfolio, value $12,363,803.

    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 23,421 shares
    Change vs previous 13F -5,080 shares

    0.32% of the 13F portfolio, value $12,837,518.

    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 28,501 shares
    Change vs previous 13F +6,456 shares

    0.37% of the 13F portfolio, value $15,007,770.

    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 22,045 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $10,885,821.

    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).