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Disclosery

DIVERSIFIED TRUST CO: MD position timeline

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

DIVERSIFIED TRUST CO held 29,109 MD 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 29,109 shares
    Change vs previous 13F +2,676 shares

    0.01% of the 13F portfolio, value $737,330.

    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 26,433 shares
    Change vs previous 13F +2,982 shares

    0.01% of the 13F portfolio, value $565,401.

    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 23,451 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $501,616.

    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 23,451 shares
    Change vs previous 13F +2,196 shares

    0.01% of the 13F portfolio, value $392,804.

    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 21,255 shares
    Change vs previous 13F +4,950 shares

    0.01% of the 13F portfolio, value $305,009.

    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 16,305 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $236,259.

    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).