Skip to content
Disclosery

DIVERSIFIED TRUST CO: SSO position timeline

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

DIVERSIFIED TRUST CO held 24,000 SSO 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 24,000 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $1,617,120.

    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 24,000 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $1,245,120.

    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 24,000 shares
    Change vs previous 13F +12,000 shares

    0.03% of the 13F portfolio, value $1,390,080.

    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 12,000 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,345,560.

    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).