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DIVERSIFIED TRUST CO: VXF position timeline

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

DIVERSIFIED TRUST CO held 514,903 VXF 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 514,903 shares
    Change vs previous 13F +8,825 shares

    2.03% of the 13F portfolio, value $126,774,333.

    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 506,078 shares
    Change vs previous 13F +2,962 shares

    1.93% of the 13F portfolio, value $104,150,912.

    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 503,116 shares
    Change vs previous 13F +21,776 shares

    1.94% of the 13F portfolio, value $105,211,753.

    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 481,340 shares
    Change vs previous 13F +15,105 shares

    2.01% of the 13F portfolio, value $100,763,786.

    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 466,235 shares
    Change vs previous 13F +32,972 shares

    1.99% of the 13F portfolio, value $89,848,324.

    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 433,263 shares
    Change vs previous 13F -284 shares

    1.85% of the 13F portfolio, value $74,633,946.

    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 433,547 shares
    Change vs previous 13F +4,585 shares

    2.01% of the 13F portfolio, value $82,365,332.

    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 428,962 shares
    Change vs previous 13F not available

    1.97% of the 13F portfolio, value $78,066,935.

    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).