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Disclosery

DIVERSIFIED TRUST CO: RBA position timeline

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

DIVERSIFIED TRUST CO held 9,875 RBA 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 9,875 shares
    Change vs previous 13F -6,911 shares

    0.02% of the 13F portfolio, value $1,149,943.

    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 16,786 shares
    Change vs previous 13F -12,318 shares

    0.03% of the 13F portfolio, value $1,608,937.

    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 29,104 shares
    Change vs previous 13F -15,786 shares

    0.06% of the 13F portfolio, value $2,993,928.

    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 44,890 shares
    Change vs previous 13F +22,810 shares

    0.1% of the 13F portfolio, value $4,864,279.

    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 22,080 shares
    Change vs previous 13F -37,967 shares

    0.05% of the 13F portfolio, value $2,344,674.

    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 60,047 shares
    Change vs previous 13F -3,072 shares

    0.15% of the 13F portfolio, value $6,022,713.

    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 63,119 shares
    Change vs previous 13F +20,724 shares

    0.14% of the 13F portfolio, value $5,693,964.

    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 42,395 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $3,412,373.

    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).