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Disclosery

DIVERSIFIED TRUST CO: WFC position timeline

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

DIVERSIFIED TRUST CO held 83,117 WFC 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 83,117 shares
    Change vs previous 13F +9,432 shares

    0.11% of the 13F portfolio, value $6,868,788.

    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 73,685 shares
    Change vs previous 13F +38,400 shares

    0.11% of the 13F portfolio, value $5,866,141.

    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 35,285 shares
    Change vs previous 13F +13,196 shares

    0.06% of the 13F portfolio, value $3,288,617.

    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 22,089 shares
    Change vs previous 13F -4,690 shares

    0.04% of the 13F portfolio, value $1,851,549.

    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 26,779 shares
    Change vs previous 13F -7,808 shares

    0.05% of the 13F portfolio, value $2,145,581.

    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 34,587 shares
    Change vs previous 13F +119 shares

    0.06% of the 13F portfolio, value $2,483,043.

    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 34,468 shares
    Change vs previous 13F +10,133 shares

    0.06% of the 13F portfolio, value $2,421,074.

    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 24,335 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,374,716.

    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).