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Disclosery

Trust Co of the South: DFAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Trust Co of the South on DFAT, newest first. How the timeline and the estimate are built.

Trust Co of the South held 1,754,110 DFAT shares at 2026-06-30 per its 13F-HR filed 2026-07-01.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,754,110 shares
    Change vs previous 13F -36,380 shares

    17.26% of the 13F portfolio, value $122,612,035.

    13F-HR 0002008165-26-000003 filed by Trust Co of the South
    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 1,790,490 shares
    Change vs previous 13F -30,248 shares

    17.98% of the 13F portfolio, value $111,816,107.

    13F-HR 0002008165-26-000002 filed by Trust Co of the South
    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 1,820,738 shares
    Change vs previous 13F +41,665 shares

    17.43% of the 13F portfolio, value $108,406,505.

    13F-HR 0002008165-26-000001 filed by Trust Co of the South
    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 1,779,073 shares
    Change vs previous 13F -16,310 shares

    17.18% of the 13F portfolio, value $103,559,702.

    13F-HR 0002008165-25-000006 filed by Trust Co of the South
    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 1,795,383 shares
    Change vs previous 13F +20,307 shares

    17.2% of the 13F portfolio, value $96,878,666.

    13F-HR 0002008165-25-000004 filed by Trust Co of the South
    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 1,775,076 shares
    Change vs previous 13F -32,768 shares

    19.1% of the 13F portfolio, value $91,398,565.

    13F-HR 0002008165-25-000003 filed by Trust Co of the South
    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 1,807,844 shares
    Change vs previous 13F -19,749 shares

    20.49% of the 13F portfolio, value $100,624,469.

    13F-HR 0002008165-25-000001 filed by Trust Co of the South
    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 1,827,593 shares
    Change vs previous 13F not available

    21.53% of the 13F portfolio, value $101,669,149.

    13F-HR 0002008165-24-000006 filed by Trust Co of the South
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).