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Disclosery

DIVERSIFIED TRUST CO: WEST position timeline

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

DIVERSIFIED TRUST CO held 62,934 WEST 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 62,934 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $510,394.

    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 62,934 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $267,469.

    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 62,934 shares
    Change vs previous 13F -965 shares

    <0.01% of the 13F portfolio, value $256,141.

    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 63,899 shares
    Change vs previous 13F +965 shares

    0.01% of the 13F portfolio, value $310,549.

    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 62,934 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $360,611.

    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 62,934 shares
    Change vs previous 13F -163 shares

    0.01% of the 13F portfolio, value $454,383.

    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 63,097 shares
    Change vs previous 13F -56,309 shares

    0.01% of the 13F portfolio, value $405,082.

    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 119,406 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $776,139.

    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).