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Disclosery

DIVERSIFIED TRUST CO: SM position timeline

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

DIVERSIFIED TRUST CO held 36,298 SM 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 36,298 shares
    Change vs previous 13F -14,635 shares

    0.02% of the 13F portfolio, value $947,377.

    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 50,933 shares
    Change vs previous 13F +17,597 shares

    0.03% of the 13F portfolio, value $1,588,090.

    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 33,336 shares
    Change vs previous 13F +247 shares

    0.01% of the 13F portfolio, value $623,383.

    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 33,089 shares
    Change vs previous 13F +3,880 shares

    0.02% of the 13F portfolio, value $826,232.

    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 29,209 shares
    Change vs previous 13F +505 shares

    0.02% of the 13F portfolio, value $721,754.

    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 28,704 shares
    Change vs previous 13F +6,928 shares

    0.02% of the 13F portfolio, value $859,684.

    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 21,776 shares
    Change vs previous 13F +3,089 shares

    0.02% of the 13F portfolio, value $844,037.

    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 18,687 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $746,919.

    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).