Diversified Trust Co
- SEC CIK
- 0001479844
- Latest filing
- Jul 17, 2026
CALX holding history
Calix, Inc in every 13F filed by Diversified Trust Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
CALX overviewAll 13F holders of CALXFull Q2 2026 holdings
- Shares (Q2 2026)
- 11,801
- Value
- $440.4K
- % of portfolio
- <0.1%
- Quarters held
- 10
- Since Q2 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 11,801 | $440.4K | <0.1% | +744+6.7% | Added | Holders |
| Q1 2026 | 11,057 | $541.7K | <0.1% | +910+9.0% | Added | Holders |
| Q4 2025 | 10,147 | $537.1K | <0.1% | +10,147 | New | Holders |
| Q1 2025 | 0 | $0 | 0.0% | −12,030−100.0% | Sold out | Holders |
| Q4 2024 | 12,030 | $419.5K | <0.1% | +1,845+18.1% | Added | Holders |
| Q3 2024 | 10,185 | $395.1K | <0.1% | +152+1.5% | Added | Holders |
| Q2 2024 | 10,033 | $355.5K | <0.1% | +1,026+11.4% | Added | Holders |
| Q1 2024 | 9,007 | $298.7K | <0.1% | −384−4.1% | Reduced | Holders |
| Q4 2023 | 9,391 | $410.3K | <0.1% | −112−1.2% | Reduced | Holders |
| Q3 2023 | 9,503 | $435.6K | <0.1% | +992+11.7% | Added | Holders |
| Q2 2023 | 8,511 | $424.8K | <0.1% | +8,511 | New | Holders |