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Disclosery

DIVERSIFIED TRUST CO: SW position timeline

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

DIVERSIFIED TRUST CO held 48,885 SW 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 48,885 shares
    Change vs previous 13F +4,132 shares

    0.04% of the 13F portfolio, value $2,261,420.

    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 44,753 shares
    Change vs previous 13F -14,379 shares

    0.03% of the 13F portfolio, value $1,783,407.

    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 59,132 shares
    Change vs previous 13F +33,966 shares

    0.04% of the 13F portfolio, value $2,286,634.

    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 25,166 shares
    Change vs previous 13F +1,006 shares

    0.02% of the 13F portfolio, value $1,071,316.

    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 24,160 shares
    Change vs previous 13F +16,340 shares

    0.02% of the 13F portfolio, value $1,042,504.

    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 7,820 shares
    Change vs previous 13F -1,564 shares

    0.01% of the 13F portfolio, value $352,369.

    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 9,384 shares
    Change vs previous 13F -4,177 shares

    0.01% of the 13F portfolio, value $505,422.

    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 13,561 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $670,184.

    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).