Skip to content
Disclosery

DIVERSIFIED TRUST CO: SPG position timeline

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

DIVERSIFIED TRUST CO held 2,005 SPG 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 2,005 shares
    Change vs previous 13F -462 shares

    0.01% of the 13F portfolio, value $448,417.

    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 2,467 shares
    Change vs previous 13F -10,404 shares

    0.01% of the 13F portfolio, value $460,169.

    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 12,871 shares
    Change vs previous 13F -3,499 shares

    0.04% of the 13F portfolio, value $2,382,550.

    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 16,370 shares
    Change vs previous 13F -4,393 shares

    0.06% of the 13F portfolio, value $3,072,157.

    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 20,763 shares
    Change vs previous 13F -4,873 shares

    0.07% of the 13F portfolio, value $3,337,859.

    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 25,636 shares
    Change vs previous 13F +8,317 shares

    0.11% of the 13F portfolio, value $4,257,626.

    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 17,319 shares
    Change vs previous 13F +6,840 shares

    0.07% of the 13F portfolio, value $2,982,504.

    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 10,479 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,771,160.

    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).