DIVERSIFIED TRUST CO: MLM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DIVERSIFIED TRUST CO on MLM, newest first. How the timeline and the estimate are built.
DIVERSIFIED TRUST CO held 31,725 MLM shares at 2026-06-30 per its 13F-HR filed 2026-07-17.
the latest 13F is the newest step
- period ended2026-06-3013F 31,725 sharesChange vs previous 13F +25,982 shares
0.29% of the 13F portfolio, value $18,295,807.
13F-HR 0001479844-26-000007 filed by DIVERSIFIED TRUST CO
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 5,743 sharesChange vs previous 13F +13 shares
0.06% of the 13F portfolio, value $3,380,789.
13F-HR 0001479844-26-000006 filed by DIVERSIFIED TRUST CO
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,730 sharesChange vs previous 13F +2 shares
0.07% of the 13F portfolio, value $3,567,841.
13F-HR 0001479844-26-000004 filed by DIVERSIFIED TRUST CO
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 5,728 sharesChange vs previous 13F -984 shares
0.07% of the 13F portfolio, value $3,610,243.
13F-HR 0001479844-25-000015 filed by DIVERSIFIED TRUST CO
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 6,712 sharesChange vs previous 13F +6 shares
0.08% of the 13F portfolio, value $3,684,619.
13F-HR 0001479844-25-000008 filed by DIVERSIFIED TRUST CO
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 6,706 sharesChange vs previous 13F +32 shares
0.08% of the 13F portfolio, value $3,206,339.
13F-HR 0001479844-25-000007 filed by DIVERSIFIED TRUST CO
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 6,674 sharesChange vs previous 13F -86 shares
0.08% of the 13F portfolio, value $3,447,120.
13F-HR 0001479844-25-000001 filed by DIVERSIFIED TRUST CO
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 6,760 sharesChange vs previous 13F not available
0.09% of the 13F portfolio, value $3,638,569.
13F-HR 0001479844-24-000010 filed by DIVERSIFIED TRUST CO
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).