Diversified Trust Co ALTO β€” ALTO INGREDIENTS INC

Ownership history in Diversified Trust Co  Β·  1 quarter on record

AI Ownership Summary

Diversified Trust Co reported ALTO INGREDIENTS INC (ALTO) in 1 quarterly 13F filing from 2026 Q2 through 2026 Q2. The latest visible filing shows ALTO at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ALTO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Diversified Trust Co's position in ALTO INGREDIENTS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

ALTO was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Diversified Trust Co held ALTO β€” position size vs. price
% of Fund (quarterly)    ALTO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 INITIATED β€” β€” β€” 36,918 β€” β€” 0.00% $210K 2026-07-17 $5.84

FAQ About Diversified Trust Co and ALTO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Diversified Trust Co reported owning ALTO?

Diversified Trust Co reported ALTO across 1 quarterly 13F filings, from 2026 Q2 through 2026 Q2.

What was the largest reported ALTO position in Diversified Trust Co's portfolio?

The largest reported portfolio weight for ALTO was 0.00% in 2026 Q2.

What is the latest reported ALTO position on this page?

The most recent filing on this page is 2026 Q2, when Diversified Trust Co reported 36,918 shares, equal to 0.00% of portfolio, with an estimated market value of $210K.

What does the chart on this ALTO ownership page compare?

The chart compares Diversified Trust Co's quarterly ALTO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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