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Disclosery

DIVERSIFIED TRUST CO: SHEL position timeline

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

DIVERSIFIED TRUST CO held 11,675 SHEL 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 11,675 shares
    Change vs previous 13F -3,873 shares

    0.01% of the 13F portfolio, value $905,279.

    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 15,548 shares
    Change vs previous 13F +5,410 shares

    0.03% of the 13F portfolio, value $1,445,964.

    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 10,138 shares
    Change vs previous 13F -223 shares

    0.01% of the 13F portfolio, value $744,940.

    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 10,361 shares
    Change vs previous 13F -776 shares

    0.01% of the 13F portfolio, value $741,122.

    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 11,137 shares
    Change vs previous 13F +298 shares

    0.02% of the 13F portfolio, value $784,156.

    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 10,839 shares
    Change vs previous 13F +231 shares

    0.02% of the 13F portfolio, value $794,281.

    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 10,608 shares
    Change vs previous 13F +120 shares

    0.02% of the 13F portfolio, value $664,591.

    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 10,488 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $691,683.

    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).