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DIVERSIFIED TRUST CO: SSD position timeline

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

DIVERSIFIED TRUST CO held 6,511 SSD 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 6,511 shares
    Change vs previous 13F -435 shares

    0.02% of the 13F portfolio, value $1,363,077.

    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 6,946 shares
    Change vs previous 13F +254 shares

    0.02% of the 13F portfolio, value $1,192,072.

    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 6,692 shares
    Change vs previous 13F +1,554 shares

    0.02% of the 13F portfolio, value $1,080,557.

    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 5,138 shares
    Change vs previous 13F -425 shares

    0.02% of the 13F portfolio, value $860,409.

    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 5,563 shares
    Change vs previous 13F +1,290 shares

    0.02% of the 13F portfolio, value $863,989.

    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 4,273 shares
    Change vs previous 13F +710 shares

    0.02% of the 13F portfolio, value $671,202.

    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 3,563 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $590,852.

    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).