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Disclosery

DIVERSIFIED TRUST CO: WH position timeline

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

DIVERSIFIED TRUST CO held 23,983 WH 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 23,983 shares
    Change vs previous 13F +3,345 shares

    0.03% of the 13F portfolio, value $2,019,608.

    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 20,638 shares
    Change vs previous 13F -2,777 shares

    0.03% of the 13F portfolio, value $1,676,424.

    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 23,415 shares
    Change vs previous 13F +5,085 shares

    0.03% of the 13F portfolio, value $1,769,237.

    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 18,330 shares
    Change vs previous 13F +12,715 shares

    0.03% of the 13F portfolio, value $1,464,567.

    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 5,615 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $455,994.

    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).