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Disclosery

DIVERSIFIED TRUST CO: XLE position timeline

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

DIVERSIFIED TRUST CO held 21,724 XLE 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 21,724 shares
    Change vs previous 13F +1,230 shares

    0.02% of the 13F portfolio, value $1,153,761.

    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 20,494 shares
    Change vs previous 13F -5,082 shares

    0.02% of the 13F portfolio, value $1,255,462.

    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 25,576 shares
    Change vs previous 13F +13,149 shares

    0.02% of the 13F portfolio, value $1,143,502.

    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 12,427 shares
    Change vs previous 13F +4,000 shares

    0.02% of the 13F portfolio, value $1,110,228.

    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 8,427 shares
    Change vs previous 13F -223 shares

    0.02% of the 13F portfolio, value $714,693.

    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 8,650 shares
    Change vs previous 13F +5,854 shares

    0.02% of the 13F portfolio, value $808,342.

    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 2,796 shares
    Change vs previous 13F -4 shares

    0.01% of the 13F portfolio, value $239,505.

    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 2,800 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $245,840.

    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).