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Disclosery

DIVERSIFIED TRUST CO: SOXX position timeline

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

DIVERSIFIED TRUST CO held 1,729 SOXX 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 1,729 shares
    Change vs previous 13F +722 shares

    0.02% of the 13F portfolio, value $1,107,874.

    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 1,007 shares
    Change vs previous 13F -400 shares

    0.01% of the 13F portfolio, value $330,960.

    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 1,407 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $423,718.

    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 1,407 shares
    Change vs previous 13F -180 shares

    0.01% of the 13F portfolio, value $381,465.

    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 1,587 shares
    Change vs previous 13F +26 shares

    0.01% of the 13F portfolio, value $378,816.

    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 1,561 shares
    Change vs previous 13F -367 shares

    0.01% of the 13F portfolio, value $293,733.

    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 1,928 shares
    Change vs previous 13F +129 shares

    0.01% of the 13F portfolio, value $415,464.

    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 1,799 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $414,831.

    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).