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DIVERSIFIED TRUST CO: PWR position timeline

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

DIVERSIFIED TRUST CO held 6,191 PWR 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 6,191 shares
    Change vs previous 13F -1,207 shares

    0.07% of the 13F portfolio, value $4,457,767.

    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 7,398 shares
    Change vs previous 13F +681 shares

    0.08% of the 13F portfolio, value $4,061,649.

    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 6,717 shares
    Change vs previous 13F +1,244 shares

    0.05% of the 13F portfolio, value $2,834,976.

    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 5,473 shares
    Change vs previous 13F +4,533 shares

    0.05% of the 13F portfolio, value $2,268,120.

    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 940 shares
    Change vs previous 13F +18 shares

    0.01% of the 13F portfolio, value $355,394.

    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 922 shares
    Change vs previous 13F +6 shares

    0.01% of the 13F portfolio, value $234,353.

    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 916 shares
    Change vs previous 13F -32 shares

    0.01% of the 13F portfolio, value $289,500.

    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 948 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $282,645.

    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).