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Disclosery

DIVERSIFIED TRUST CO: TFC position timeline

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

DIVERSIFIED TRUST CO held 169,518 TFC 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 169,518 shares
    Change vs previous 13F +1,703 shares

    0.14% of the 13F portfolio, value $8,445,386.

    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 167,815 shares
    Change vs previous 13F +876 shares

    0.14% of the 13F portfolio, value $7,714,454.

    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 166,939 shares
    Change vs previous 13F -505 shares

    0.15% of the 13F portfolio, value $8,215,067.

    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 167,444 shares
    Change vs previous 13F -4,001 shares

    0.15% of the 13F portfolio, value $7,655,538.

    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 171,445 shares
    Change vs previous 13F -1,468 shares

    0.16% of the 13F portfolio, value $7,370,419.

    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 172,913 shares
    Change vs previous 13F -6,223 shares

    0.18% of the 13F portfolio, value $7,115,369.

    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 179,136 shares
    Change vs previous 13F -542 shares

    0.19% of the 13F portfolio, value $7,770,919.

    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 179,678 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $7,684,827.

    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).