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Disclosery

DIVERSIFIED TRUST CO: SE position timeline

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

DIVERSIFIED TRUST CO held 6,144 SE 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 6,144 shares
    Change vs previous 13F +11 shares

    0.01% of the 13F portfolio, value $588,779.

    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 6,133 shares
    Change vs previous 13F +4,247 shares

    0.01% of the 13F portfolio, value $507,873.

    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 1,886 shares
    Change vs previous 13F -10,702 shares

    <0.01% of the 13F portfolio, value $240,597.

    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 12,588 shares
    Change vs previous 13F -5,572 shares

    0.04% of the 13F portfolio, value $2,249,853.

    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 18,160 shares
    Change vs previous 13F -4,355 shares

    0.06% of the 13F portfolio, value $2,904,510.

    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 22,515 shares
    Change vs previous 13F +2,189 shares

    0.07% of the 13F portfolio, value $2,937,982.

    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 20,326 shares
    Change vs previous 13F +9,309 shares

    0.05% of the 13F portfolio, value $2,156,588.

    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 11,017 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,038,682.

    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).