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Disclosery

DIVERSIFIED TRUST CO: S position timeline

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

DIVERSIFIED TRUST CO held 70,682 S 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 70,682 shares
    Change vs previous 13F -2,118 shares

    0.02% of the 13F portfolio, value $1,199,473.

    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 72,800 shares
    Change vs previous 13F +1,388 shares

    0.02% of the 13F portfolio, value $937,664.

    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 71,412 shares
    Change vs previous 13F +12,136 shares

    0.02% of the 13F portfolio, value $1,071,180.

    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 59,276 shares
    Change vs previous 13F +4,236 shares

    0.02% of the 13F portfolio, value $1,043,850.

    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 55,040 shares
    Change vs previous 13F +1,189 shares

    0.02% of the 13F portfolio, value $1,006,131.

    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 53,851 shares
    Change vs previous 13F +6,364 shares

    0.02% of the 13F portfolio, value $979,011.

    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 47,487 shares
    Change vs previous 13F +13,686 shares

    0.03% of the 13F portfolio, value $1,054,211.

    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 33,801 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $808,519.

    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).