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Disclosery

DIVERSIFIED TRUST CO: ORCL position timeline

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

DIVERSIFIED TRUST CO held 35,842 ORCL 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 35,842 shares
    Change vs previous 13F -1,960 shares

    0.08% of the 13F portfolio, value $5,252,644.

    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 37,802 shares
    Change vs previous 13F -233 shares

    0.1% of the 13F portfolio, value $5,561,052.

    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 38,035 shares
    Change vs previous 13F +3,256 shares

    0.14% of the 13F portfolio, value $7,413,401.

    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 34,779 shares
    Change vs previous 13F +7,381 shares

    0.2% of the 13F portfolio, value $9,781,245.

    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 27,398 shares
    Change vs previous 13F +288 shares

    0.13% of the 13F portfolio, value $5,990,024.

    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 27,110 shares
    Change vs previous 13F -9,201 shares

    0.09% of the 13F portfolio, value $3,790,248.

    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 36,311 shares
    Change vs previous 13F +9,271 shares

    0.15% of the 13F portfolio, value $6,050,879.

    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 27,040 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $4,607,631.

    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).