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Disclosery

DIVERSIFIED TRUST CO: TRV position timeline

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

DIVERSIFIED TRUST CO held 4,521 TRV 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 4,521 shares
    Change vs previous 13F +36 shares

    0.02% of the 13F portfolio, value $1,492,472.

    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 4,485 shares
    Change vs previous 13F -7,422 shares

    0.02% of the 13F portfolio, value $1,308,184.

    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 11,907 shares
    Change vs previous 13F -1 shares

    0.06% of the 13F portfolio, value $3,453,744.

    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 11,908 shares
    Change vs previous 13F -1,356 shares

    0.07% of the 13F portfolio, value $3,324,951.

    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 13,264 shares
    Change vs previous 13F +139 shares

    0.08% of the 13F portfolio, value $3,548,650.

    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 13,125 shares
    Change vs previous 13F +33 shares

    0.09% of the 13F portfolio, value $3,471,037.

    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 13,092 shares
    Change vs previous 13F -2,366 shares

    0.08% of the 13F portfolio, value $3,153,731.

    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 15,458 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $3,619,026.

    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).