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Disclosery

DIVERSIFIED TRUST CO: VLUE position timeline

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

DIVERSIFIED TRUST CO held 8,886 VLUE 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 8,886 shares
    Change vs previous 13F -2,295 shares

    0.03% of the 13F portfolio, value $1,775,516.

    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 11,181 shares
    Change vs previous 13F -1,243 shares

    0.03% of the 13F portfolio, value $1,589,941.

    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 12,424 shares
    Change vs previous 13F -1,427 shares

    0.03% of the 13F portfolio, value $1,698,767.

    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 13,851 shares
    Change vs previous 13F +12 shares

    0.03% of the 13F portfolio, value $1,732,086.

    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 13,839 shares
    Change vs previous 13F +15 shares

    0.03% of the 13F portfolio, value $1,566,760.

    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 13,824 shares
    Change vs previous 13F -3,543 shares

    0.04% of the 13F portfolio, value $1,474,426.

    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 17,367 shares
    Change vs previous 13F -28 shares

    0.04% of the 13F portfolio, value $1,834,147.

    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 17,395 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,896,849.

    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).