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Disclosery

DIVERSIFIED TRUST CO: WMB position timeline

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

DIVERSIFIED TRUST CO held 18,707 WMB 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 18,707 shares
    Change vs previous 13F -4,573 shares

    0.02% of the 13F portfolio, value $1,390,678.

    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 23,280 shares
    Change vs previous 13F +4,949 shares

    0.03% of the 13F portfolio, value $1,694,318.

    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 18,331 shares
    Change vs previous 13F -68 shares

    0.02% of the 13F portfolio, value $1,101,876.

    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 18,399 shares
    Change vs previous 13F -28,150 shares

    0.02% of the 13F portfolio, value $1,165,576.

    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 46,549 shares
    Change vs previous 13F +10,317 shares

    0.06% of the 13F portfolio, value $2,923,742.

    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 36,232 shares
    Change vs previous 13F +2,604 shares

    0.05% of the 13F portfolio, value $2,165,224.

    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 33,628 shares
    Change vs previous 13F +16,742 shares

    0.04% of the 13F portfolio, value $1,819,947.

    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 16,886 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $770,845.

    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).