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Disclosery

DIVERSIFIED TRUST CO: P position timeline

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

DIVERSIFIED TRUST CO held 47,932 P 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 47,932 shares
    Change vs previous 13F +8,785 shares

    0.06% of the 13F portfolio, value $3,776,562.

    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 39,147 shares
    Change vs previous 13F +15,486 shares

    0.04% of the 13F portfolio, value $2,311,238.

    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 23,661 shares
    Change vs previous 13F -14,674 shares

    0.03% of the 13F portfolio, value $1,585,523.

    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 38,335 shares
    Change vs previous 13F -3,276 shares

    0.06% of the 13F portfolio, value $3,212,856.

    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 41,611 shares
    Change vs previous 13F -1,355 shares

    0.05% of the 13F portfolio, value $2,395,961.

    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 42,966 shares
    Change vs previous 13F -3,080 shares

    0.05% of the 13F portfolio, value $1,902,104.

    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 46,046 shares
    Change vs previous 13F -1,974 shares

    0.07% of the 13F portfolio, value $2,828,605.

    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 48,020 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,412,524.

    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).