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Disclosery

DIVERSIFIED TRUST CO: TRVI position timeline

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

DIVERSIFIED TRUST CO held 23,496 TRVI 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 23,496 shares
    Change vs previous 13F +19 shares

    0.01% of the 13F portfolio, value $438,200.

    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 23,477 shares
    Change vs previous 13F +2,493 shares

    0.01% of the 13F portfolio, value $280,080.

    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 20,984 shares
    Change vs previous 13F +2,675 shares

    <0.01% of the 13F portfolio, value $262,719.

    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 18,309 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $167,527.

    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 18,309 shares
    Change vs previous 13F +3,307 shares

    <0.01% of the 13F portfolio, value $100,150.

    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 15,002 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $94,362.

    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).