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Disclosery

DIVERSIFIED TRUST CO: ZETA position timeline

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

DIVERSIFIED TRUST CO held 91,536 ZETA 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 91,536 shares
    Change vs previous 13F +9,214 shares

    0.03% of the 13F portfolio, value $1,801,428.

    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 82,322 shares
    Change vs previous 13F +50,800 shares

    0.02% of the 13F portfolio, value $1,310,566.

    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 31,522 shares
    Change vs previous 13F +1,406 shares

    0.01% of the 13F portfolio, value $641,472.

    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 30,116 shares
    Change vs previous 13F +2,598 shares

    0.01% of the 13F portfolio, value $598,404.

    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 27,518 shares
    Change vs previous 13F -23,491 shares

    0.01% of the 13F portfolio, value $426,253.

    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 51,009 shares
    Change vs previous 13F +6 shares

    0.02% of the 13F portfolio, value $691,682.

    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 51,003 shares
    Change vs previous 13F +35,490 shares

    0.02% of the 13F portfolio, value $917,543.

    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 15,513 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $462,752.

    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).