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Disclosery

DIVERSIFIED TRUST CO: SCHV position timeline

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

DIVERSIFIED TRUST CO held 8,227 SCHV 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 8,227 shares
    Change vs previous 13F -487 shares

    <0.01% of the 13F portfolio, value $286,407.

    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 8,714 shares
    Change vs previous 13F +15 shares

    <0.01% of the 13F portfolio, value $265,780.

    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 8,699 shares
    Change vs previous 13F +18 shares

    <0.01% of the 13F portfolio, value $257,580.

    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 8,681 shares
    Change vs previous 13F +38 shares

    0.01% of the 13F portfolio, value $252,716.

    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 8,643 shares
    Change vs previous 13F +40 shares

    0.01% of the 13F portfolio, value $239,156.

    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 8,603 shares
    Change vs previous 13F -346 shares

    0.01% of the 13F portfolio, value $228,691.

    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 8,949 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $233,301.

    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).