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Disclosery

DIVERSIFIED TRUST CO: PFE position timeline

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

DIVERSIFIED TRUST CO held 150,996 PFE 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 150,996 shares
    Change vs previous 13F -75,202 shares

    0.06% of the 13F portfolio, value $3,635,983.

    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 226,198 shares
    Change vs previous 13F +73,131 shares

    0.12% of the 13F portfolio, value $6,351,639.

    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 153,067 shares
    Change vs previous 13F +20,136 shares

    0.07% of the 13F portfolio, value $3,811,367.

    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 132,931 shares
    Change vs previous 13F +21,155 shares

    0.07% of the 13F portfolio, value $3,387,081.

    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 111,776 shares
    Change vs previous 13F +4,974 shares

    0.06% of the 13F portfolio, value $2,709,460.

    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 106,802 shares
    Change vs previous 13F +1,984 shares

    0.07% of the 13F portfolio, value $2,706,373.

    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 104,818 shares
    Change vs previous 13F -8,687 shares

    0.07% of the 13F portfolio, value $2,780,833.

    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 113,505 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $3,284,847.

    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).