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Disclosery

DIVERSIFIED TRUST CO: SCHF position timeline

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

DIVERSIFIED TRUST CO held 104,684 SCHF 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 104,684 shares
    Change vs previous 13F +87 shares

    0.05% of the 13F portfolio, value $2,899,761.

    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 104,597 shares
    Change vs previous 13F +26,949 shares

    0.05% of the 13F portfolio, value $2,588,793.

    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 77,648 shares
    Change vs previous 13F +7,036 shares

    0.03% of the 13F portfolio, value $1,866,662.

    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 70,612 shares
    Change vs previous 13F +23,500 shares

    0.03% of the 13F portfolio, value $1,643,860.

    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 47,112 shares
    Change vs previous 13F +59 shares

    0.02% of the 13F portfolio, value $1,041,188.

    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 47,053 shares
    Change vs previous 13F +12,916 shares

    0.02% of the 13F portfolio, value $930,720.

    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 34,137 shares
    Change vs previous 13F +17,185 shares

    0.02% of the 13F portfolio, value $631,546.

    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 16,952 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $697,098.

    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).