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Disclosery

Trust Co of the South: DFIC position timeline

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

Trust Co of the South held 1,065,016 DFIC 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 1,065,016 shares
    Change vs previous 13F +52,084 shares

    5.59% of the 13F portfolio, value $39,682,591.

    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 1,012,932 shares
    Change vs previous 13F +2,155 shares

    5.79% of the 13F portfolio, value $35,989,561.

    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 1,010,777 shares
    Change vs previous 13F -1,896 shares

    5.6% of the 13F portfolio, value $34,831,457.

    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 1,012,673 shares
    Change vs previous 13F +23,705 shares

    5.51% of the 13F portfolio, value $33,205,582.

    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 988,968 shares
    Change vs previous 13F +210,130 shares

    5.46% of the 13F portfolio, value $30,747,020.

    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 778,838 shares
    Change vs previous 13F +389,122 shares

    4.52% of the 13F portfolio, value $21,628,320.

    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 389,716 shares
    Change vs previous 13F +79,714 shares

    2.05% of the 13F portfolio, value $10,072,221.

    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 310,002 shares
    Change vs previous 13F not available

    1.85% of the 13F portfolio, value $8,723,472.

    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).