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Disclosery

DIVERSIFIED TRUST CO: VTRS position timeline

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

DIVERSIFIED TRUST CO held 56,808 VTRS 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 56,808 shares
    Change vs previous 13F +319 shares

    0.01% of the 13F portfolio, value $902,111.

    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 56,489 shares
    Change vs previous 13F -622 shares

    0.01% of the 13F portfolio, value $763,166.

    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 57,111 shares
    Change vs previous 13F -9,220 shares

    0.01% of the 13F portfolio, value $711,031.

    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 66,331 shares
    Change vs previous 13F -37,516 shares

    0.01% of the 13F portfolio, value $656,676.

    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 103,847 shares
    Change vs previous 13F -22,837 shares

    0.02% of the 13F portfolio, value $927,353.

    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 126,684 shares
    Change vs previous 13F +30,946 shares

    0.03% of the 13F portfolio, value $1,103,417.

    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 95,738 shares
    Change vs previous 13F -23,665 shares

    0.03% of the 13F portfolio, value $1,191,938.

    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 119,403 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,386,268.

    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).