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Disclosery

DIVERSIFIED TRUST CO: PM position timeline

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

DIVERSIFIED TRUST CO held 60,970 PM 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 60,970 shares
    Change vs previous 13F -12,074 shares

    0.18% of the 13F portfolio, value $11,030,082.

    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 73,044 shares
    Change vs previous 13F +17,663 shares

    0.22% of the 13F portfolio, value $12,077,094.

    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 55,381 shares
    Change vs previous 13F -549 shares

    0.16% of the 13F portfolio, value $8,883,112.

    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 55,930 shares
    Change vs previous 13F -26,955 shares

    0.18% of the 13F portfolio, value $9,072,007.

    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 82,885 shares
    Change vs previous 13F -13,921 shares

    0.34% of the 13F portfolio, value $15,096,026.

    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 96,806 shares
    Change vs previous 13F +65,493 shares

    0.38% of the 13F portfolio, value $15,366,174.

    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 31,313 shares
    Change vs previous 13F -27,161 shares

    0.09% of the 13F portfolio, value $3,768,639.

    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 58,474 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $7,098,743.

    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).