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DIVERSIFIED TRUST CO: SNEX position timeline

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

DIVERSIFIED TRUST CO held 7,400 SNEX 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 7,400 shares
    Change vs previous 13F -6,740 shares

    0.01% of the 13F portfolio, value $876,900.

    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 14,140 shares
    Change vs previous 13F +6,245 shares

    0.02% of the 13F portfolio, value $1,140,391.

    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 7,895 shares
    Change vs previous 13F -2,323 shares

    0.01% of the 13F portfolio, value $751,051.

    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 10,218 shares
    Change vs previous 13F +1,843 shares

    0.02% of the 13F portfolio, value $1,031,200.

    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 8,375 shares
    Change vs previous 13F +955 shares

    0.02% of the 13F portfolio, value $763,297.

    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 7,420 shares
    Change vs previous 13F +4,380 shares

    0.01% of the 13F portfolio, value $566,815.

    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 3,040 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $297,926.

    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).