Skip to content
Disclosery

DIVERSIFIED TRUST CO: WMT position timeline

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

DIVERSIFIED TRUST CO held 114,193 WMT 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 114,193 shares
    Change vs previous 13F +7,015 shares

    0.21% of the 13F portfolio, value $12,933,516.

    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 107,178 shares
    Change vs previous 13F +7,585 shares

    0.25% of the 13F portfolio, value $13,320,158.

    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 99,593 shares
    Change vs previous 13F +5,221 shares

    0.2% of the 13F portfolio, value $11,095,692.

    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 94,372 shares
    Change vs previous 13F -27,560 shares

    0.19% of the 13F portfolio, value $9,726,012.

    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 121,932 shares
    Change vs previous 13F -36 shares

    0.26% of the 13F portfolio, value $11,922,511.

    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 121,968 shares
    Change vs previous 13F -63 shares

    0.26% of the 13F portfolio, value $10,707,596.

    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 122,031 shares
    Change vs previous 13F -7,418 shares

    0.27% of the 13F portfolio, value $11,025,579.

    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 129,449 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $10,453,077.

    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).