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Disclosery

DIVERSIFIED TRUST CO: SXI position timeline

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

DIVERSIFIED TRUST CO held 3,553 SXI 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 3,553 shares
    Change vs previous 13F -1,038 shares

    0.02% of the 13F portfolio, value $1,270,801.

    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 4,591 shares
    Change vs previous 13F -96 shares

    0.02% of the 13F portfolio, value $1,170,062.

    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 4,687 shares
    Change vs previous 13F -800 shares

    0.02% of the 13F portfolio, value $1,018,391.

    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 5,487 shares
    Change vs previous 13F -1,125 shares

    0.02% of the 13F portfolio, value $1,162,695.

    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 6,612 shares
    Change vs previous 13F +390 shares

    0.02% of the 13F portfolio, value $1,034,645.

    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 6,222 shares
    Change vs previous 13F +350 shares

    0.02% of the 13F portfolio, value $1,004,168.

    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 5,872 shares
    Change vs previous 13F +110 shares

    0.03% of the 13F portfolio, value $1,098,005.

    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 5,762 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,053,178.

    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).