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Disclosery

DIVERSIFIED TRUST CO: SAN position timeline

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

DIVERSIFIED TRUST CO held 18,578 SAN 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 18,578 shares
    Change vs previous 13F +1,124 shares

    <0.01% of the 13F portfolio, value $256,376.

    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 17,454 shares
    Change vs previous 13F +1,108 shares

    <0.01% of the 13F portfolio, value $196,881.

    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 16,346 shares
    Change vs previous 13F +1,831 shares

    <0.01% of the 13F portfolio, value $191,738.

    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 14,515 shares
    Change vs previous 13F -2,467 shares

    <0.01% of the 13F portfolio, value $152,117.

    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 16,982 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $140,950.

    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).