Skip to content
Disclosery

DIVERSIFIED TRUST CO: SPY position timeline

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

DIVERSIFIED TRUST CO held 177,563 SPY 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 177,563 shares
    Change vs previous 13F -4,726 shares

    2.13% of the 13F portfolio, value $132,598,994.

    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 182,289 shares
    Change vs previous 13F -790 shares

    2.2% of the 13F portfolio, value $118,549,966.

    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 183,079 shares
    Change vs previous 13F -4,118 shares

    2.3% of the 13F portfolio, value $124,845,381.

    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 187,197 shares
    Change vs previous 13F -1,747 shares

    2.49% of the 13F portfolio, value $124,706,911.

    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 188,944 shares
    Change vs previous 13F -2,495 shares

    2.59% of the 13F portfolio, value $116,739,494.

    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 191,439 shares
    Change vs previous 13F -41 shares

    2.65% of the 13F portfolio, value $107,089,522.

    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 191,480 shares
    Change vs previous 13F -4,186 shares

    2.74% of the 13F portfolio, value $112,222,746.

    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 195,666 shares
    Change vs previous 13F not available

    2.83% of the 13F portfolio, value $112,265,490.

    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).