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Disclosery

DIVERSIFIED TRUST CO: SEIC position timeline

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

DIVERSIFIED TRUST CO held 35,572 SEIC 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 35,572 shares
    Change vs previous 13F +80 shares

    0.05% of the 13F portfolio, value $3,120,020.

    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 35,492 shares
    Change vs previous 13F +1,783 shares

    0.05% of the 13F portfolio, value $2,785,057.

    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 33,709 shares
    Change vs previous 13F +500 shares

    0.05% of the 13F portfolio, value $2,764,812.

    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 33,209 shares
    Change vs previous 13F -2,826 shares

    0.06% of the 13F portfolio, value $2,817,783.

    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 36,035 shares
    Change vs previous 13F +26 shares

    0.07% of the 13F portfolio, value $3,238,105.

    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 36,009 shares
    Change vs previous 13F -45 shares

    0.07% of the 13F portfolio, value $2,795,378.

    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 36,054 shares
    Change vs previous 13F -17,966 shares

    0.07% of the 13F portfolio, value $2,973,733.

    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 54,020 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $3,737,643.

    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).