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Disclosery

DIVERSIFIED TRUST CO: TOST position timeline

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

DIVERSIFIED TRUST CO held 49,783 TOST 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 49,783 shares
    Change vs previous 13F +15,275 shares

    0.02% of the 13F portfolio, value $1,384,962.

    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 34,508 shares
    Change vs previous 13F +5,143 shares

    0.02% of the 13F portfolio, value $914,806.

    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 29,365 shares
    Change vs previous 13F +10,881 shares

    0.02% of the 13F portfolio, value $1,042,750.

    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 18,484 shares
    Change vs previous 13F -1,673 shares

    0.01% of the 13F portfolio, value $674,850.

    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 20,157 shares
    Change vs previous 13F -2,867 shares

    0.02% of the 13F portfolio, value $892,752.

    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 23,024 shares
    Change vs previous 13F +1,656 shares

    0.02% of the 13F portfolio, value $763,738.

    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 21,368 shares
    Change vs previous 13F -15,150 shares

    0.02% of the 13F portfolio, value $778,899.

    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 36,518 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,033,852.

    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).