Skip to content
Disclosery

DIVERSIFIED TRUST CO: SCHB position timeline

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

DIVERSIFIED TRUST CO held 68,655 SCHB 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 68,655 shares
    Change vs previous 13F +579 shares

    0.03% of the 13F portfolio, value $1,988,261.

    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 68,076 shares
    Change vs previous 13F +31,728 shares

    0.03% of the 13F portfolio, value $1,708,708.

    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 36,348 shares
    Change vs previous 13F -61 shares

    0.02% of the 13F portfolio, value $953,408.

    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 36,409 shares
    Change vs previous 13F +887 shares

    0.02% of the 13F portfolio, value $936,094.

    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 35,522 shares
    Change vs previous 13F -23 shares

    0.02% of the 13F portfolio, value $846,502.

    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 35,545 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $765,292.

    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 35,545 shares
    Change vs previous 13F +23,235 shares

    0.02% of the 13F portfolio, value $806,876.

    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 12,310 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $818,861.

    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).