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Disclosery

DIVERSIFIED TRUST CO: UNH position timeline

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

DIVERSIFIED TRUST CO held 51,431 UNH 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 51,431 shares
    Change vs previous 13F -1,402 shares

    0.34% of the 13F portfolio, value $21,376,266.

    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 52,833 shares
    Change vs previous 13F +5,333 shares

    0.27% of the 13F portfolio, value $14,296,081.

    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 47,500 shares
    Change vs previous 13F +2,482 shares

    0.29% of the 13F portfolio, value $15,680,224.

    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 45,018 shares
    Change vs previous 13F -1,288 shares

    0.31% of the 13F portfolio, value $15,544,714.

    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 46,306 shares
    Change vs previous 13F -1,633 shares

    0.32% of the 13F portfolio, value $14,446,082.

    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 47,939 shares
    Change vs previous 13F -1,806 shares

    0.62% of the 13F portfolio, value $25,108,050.

    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 49,745 shares
    Change vs previous 13F +6,158 shares

    0.61% of the 13F portfolio, value $25,164,004.

    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 43,587 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $25,485,030.

    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).