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Disclosery

DIVERSIFIED TRUST CO: NDAQ position timeline

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

DIVERSIFIED TRUST CO held 5,385 NDAQ 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 5,385 shares
    Change vs previous 13F -4,821 shares

    0.01% of the 13F portfolio, value $424,445.

    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 10,206 shares
    Change vs previous 13F +5,568 shares

    0.02% of the 13F portfolio, value $866,386.

    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 4,638 shares
    Change vs previous 13F -39 shares

    0.01% of the 13F portfolio, value $450,488.

    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 4,677 shares
    Change vs previous 13F +657 shares

    0.01% of the 13F portfolio, value $413,679.

    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 4,020 shares
    Change vs previous 13F +58 shares

    0.01% of the 13F portfolio, value $359,467.

    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 3,962 shares
    Change vs previous 13F -13,511 shares

    0.01% of the 13F portfolio, value $300,557.

    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 17,473 shares
    Change vs previous 13F -4,330 shares

    0.03% of the 13F portfolio, value $1,350,836.

    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 21,803 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,591,836.

    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).