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Disclosery

DIVERSIFIED TRUST CO: V position timeline

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

DIVERSIFIED TRUST CO held 90,119 V 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 90,119 shares
    Change vs previous 13F +8,110 shares

    0.5% of the 13F portfolio, value $30,918,990.

    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 82,009 shares
    Change vs previous 13F -11,251 shares

    0.46% of the 13F portfolio, value $24,786,399.

    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 93,260 shares
    Change vs previous 13F +22,861 shares

    0.6% of the 13F portfolio, value $32,707,214.

    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 70,399 shares
    Change vs previous 13F +8,165 shares

    0.48% of the 13F portfolio, value $24,032,810.

    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 62,234 shares
    Change vs previous 13F -1,513 shares

    0.49% of the 13F portfolio, value $22,096,181.

    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 63,747 shares
    Change vs previous 13F +12,000 shares

    0.55% of the 13F portfolio, value $22,340,773.

    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 51,747 shares
    Change vs previous 13F +3,635 shares

    0.4% of the 13F portfolio, value $16,354,121.

    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 48,112 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $13,228,394.

    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).