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Disclosery

DIVERSIFIED TRUST CO: SCHO position timeline

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

DIVERSIFIED TRUST CO held 70,805 SCHO 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 70,805 shares
    Change vs previous 13F +640 shares

    0.03% of the 13F portfolio, value $1,709,251.

    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 70,165 shares
    Change vs previous 13F +444 shares

    0.03% of the 13F portfolio, value $1,702,912.

    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 69,721 shares
    Change vs previous 13F -2,797 shares

    0.03% of the 13F portfolio, value $1,699,117.

    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 72,518 shares
    Change vs previous 13F -16,852 shares

    0.04% of the 13F portfolio, value $1,769,457.

    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 89,370 shares
    Change vs previous 13F +566 shares

    0.05% of the 13F portfolio, value $2,178,849.

    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 88,804 shares
    Change vs previous 13F +48 shares

    0.05% of the 13F portfolio, value $2,161,509.

    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 88,756 shares
    Change vs previous 13F +42,984 shares

    0.05% of the 13F portfolio, value $2,135,473.

    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 45,772 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,241,913.

    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).