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Disclosery

DIVERSIFIED TRUST CO: MLPB position timeline

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

DIVERSIFIED TRUST CO held 21,171 MLPB 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 21,171 shares
    Change vs previous 13F -1,600 shares

    0.01% of the 13F portfolio, value $609,790.

    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 22,771 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $661,067.

    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 22,771 shares
    Change vs previous 13F +1,991 shares

    0.01% of the 13F portfolio, value $576,160.

    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 20,780 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $519,296.

    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 20,780 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $540,381.

    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 20,780 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $576,728.

    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 20,780 shares
    Change vs previous 13F -1,527 shares

    0.01% of the 13F portfolio, value $523,271.

    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 22,307 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $542,785.

    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).