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Disclosery

DIVERSIFIED TRUST CO: VYM position timeline

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

DIVERSIFIED TRUST CO held 18,683 VYM 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 18,683 shares
    Change vs previous 13F -1,200 shares

    0.05% of the 13F portfolio, value $2,952,579.

    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 19,883 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $2,944,759.

    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 19,883 shares
    Change vs previous 13F +531 shares

    0.05% of the 13F portfolio, value $2,853,681.

    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 19,352 shares
    Change vs previous 13F +12 shares

    0.05% of the 13F portfolio, value $2,727,725.

    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 19,340 shares
    Change vs previous 13F +2,863 shares

    0.06% of the 13F portfolio, value $2,578,311.

    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 16,477 shares
    Change vs previous 13F +12 shares

    0.05% of the 13F portfolio, value $2,124,993.

    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 16,465 shares
    Change vs previous 13F +254 shares

    0.05% of the 13F portfolio, value $2,100,797.

    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 16,211 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,078,267.

    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).