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Disclosery

DIVERSIFIED TRUST CO: VOO position timeline

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

DIVERSIFIED TRUST CO held 917,839 VOO 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 917,839 shares
    Change vs previous 13F +8,981 shares

    10.1% of the 13F portfolio, value $630,381,108.

    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 908,858 shares
    Change vs previous 13F +21,333 shares

    10.07% of the 13F portfolio, value $543,088,448.

    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 887,525 shares
    Change vs previous 13F +59,812 shares

    10.25% of the 13F portfolio, value $556,594,051.

    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 827,713 shares
    Change vs previous 13F +26,392 shares

    10.12% of the 13F portfolio, value $506,875,460.

    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 801,321 shares
    Change vs previous 13F +3,082 shares

    10.1% of the 13F portfolio, value $455,174,466.

    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 798,239 shares
    Change vs previous 13F -14,939 shares

    10.15% of the 13F portfolio, value $410,223,438.

    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 813,178 shares
    Change vs previous 13F +3,885 shares

    10.68% of the 13F portfolio, value $438,148,632.

    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 809,293 shares
    Change vs previous 13F not available

    10.76% of the 13F portfolio, value $427,040,089.

    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).