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Disclosery

DIVERSIFIED TRUST CO: RS position timeline

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

DIVERSIFIED TRUST CO held 5,963 RS 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 5,963 shares
    Change vs previous 13F +3,183 shares

    0.04% of the 13F portfolio, value $2,227,776.

    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 2,780 shares
    Change vs previous 13F -2,792 shares

    0.02% of the 13F portfolio, value $844,897.

    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 5,572 shares
    Change vs previous 13F -1,074 shares

    0.03% of the 13F portfolio, value $1,609,583.

    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 6,646 shares
    Change vs previous 13F +10 shares

    0.04% of the 13F portfolio, value $1,866,396.

    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 6,636 shares
    Change vs previous 13F -4 shares

    0.05% of the 13F portfolio, value $2,083,040.

    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 6,640 shares
    Change vs previous 13F +5 shares

    0.05% of the 13F portfolio, value $1,917,300.

    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 6,635 shares
    Change vs previous 13F +14 shares

    0.04% of the 13F portfolio, value $1,786,540.

    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 6,621 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,914,859.

    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).