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Disclosery

DIVERSIFIED TRUST CO: SGOV position timeline

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

DIVERSIFIED TRUST CO held 364,766 SGOV 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 364,766 shares
    Change vs previous 13F +13,211 shares

    0.59% of the 13F portfolio, value $36,721,032.

    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 351,555 shares
    Change vs previous 13F +57,275 shares

    0.66% of the 13F portfolio, value $35,387,526.

    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 294,280 shares
    Change vs previous 13F -85,520 shares

    0.54% of the 13F portfolio, value $29,539,826.

    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 379,800 shares
    Change vs previous 13F +12,891 shares

    0.76% of the 13F portfolio, value $38,245,860.

    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 366,909 shares
    Change vs previous 13F +307,775 shares

    0.82% of the 13F portfolio, value $36,944,067.

    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 59,134 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $5,953,019.

    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 59,134 shares
    Change vs previous 13F +1,700 shares

    0.14% of the 13F portfolio, value $5,932,322.

    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 57,434 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $5,784,752.

    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).