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Disclosery

DIVERSIFIED TRUST CO: SRE position timeline

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

DIVERSIFIED TRUST CO held 28,140 SRE 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 28,140 shares
    Change vs previous 13F +312 shares

    0.04% of the 13F portfolio, value $2,608,859.

    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 27,828 shares
    Change vs previous 13F +22,541 shares

    0.05% of the 13F portfolio, value $2,704,046.

    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 5,287 shares
    Change vs previous 13F +56 shares

    0.01% of the 13F portfolio, value $466,789.

    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 5,231 shares
    Change vs previous 13F +230 shares

    0.01% of the 13F portfolio, value $470,685.

    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 5,001 shares
    Change vs previous 13F +77 shares

    0.01% of the 13F portfolio, value $378,925.

    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 4,924 shares
    Change vs previous 13F -524 shares

    0.01% of the 13F portfolio, value $351,376.

    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 5,448 shares
    Change vs previous 13F +48 shares

    0.01% of the 13F portfolio, value $477,898.

    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 5,400 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $451,602.

    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).