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Disclosery

DIVERSIFIED TRUST CO: VLO position timeline

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

DIVERSIFIED TRUST CO held 15,519 VLO 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 15,519 shares
    Change vs previous 13F -1,452 shares

    0.06% of the 13F portfolio, value $4,041,768.

    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 16,971 shares
    Change vs previous 13F -2,226 shares

    0.08% of the 13F portfolio, value $4,193,194.

    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 19,197 shares
    Change vs previous 13F -126 shares

    0.06% of the 13F portfolio, value $3,125,079.

    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 19,323 shares
    Change vs previous 13F +295 shares

    0.07% of the 13F portfolio, value $3,289,933.

    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 19,028 shares
    Change vs previous 13F -233 shares

    0.06% of the 13F portfolio, value $2,557,743.

    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 19,261 shares
    Change vs previous 13F -6,786 shares

    0.06% of the 13F portfolio, value $2,543,800.

    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 26,047 shares
    Change vs previous 13F -125 shares

    0.08% of the 13F portfolio, value $3,193,101.

    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 26,172 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $3,534,005.

    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).