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Disclosery

DIVERSIFIED TRUST CO: PEP position timeline

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

DIVERSIFIED TRUST CO held 89,864 PEP 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 89,864 shares
    Change vs previous 13F +749 shares

    0.2% of the 13F portfolio, value $12,167,719.

    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 89,115 shares
    Change vs previous 13F +11,709 shares

    0.26% of the 13F portfolio, value $13,838,822.

    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 77,406 shares
    Change vs previous 13F +288 shares

    0.2% of the 13F portfolio, value $11,109,451.

    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 77,118 shares
    Change vs previous 13F -11,269 shares

    0.22% of the 13F portfolio, value $10,830,590.

    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 88,387 shares
    Change vs previous 13F -2,062 shares

    0.26% of the 13F portfolio, value $11,670,750.

    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 90,449 shares
    Change vs previous 13F +20,503 shares

    0.34% of the 13F portfolio, value $13,562,071.

    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 69,946 shares
    Change vs previous 13F -7,949 shares

    0.26% of the 13F portfolio, value $10,636,140.

    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 77,895 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $13,246,213.

    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).