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Livermore
Livermore
ZHEN

Diversified Trust Co

SEC CIK
0001479844
Latest filing
Jul 17, 2026

HSTM holding history

Healthstream 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.

HSTM overviewAll 13F holders of HSTMFull Q2 2026 holdings

Shares (Q2 2026)
16,868
Value
$459.7K
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of HSTM by Diversified Trust Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202616,868$459.7K<0.1%+3,151+23.0%AddedHolders
Q1 202613,717$284.1K<0.1%+1,480+12.1%AddedHolders
Q4 202512,237$282.3K<0.1%+1,335+12.2%AddedHolders
Q3 202510,902$307.9K<0.1%+20.0%AddedHolders
Q2 202510,900$301.6K<0.1%+1,726+18.8%AddedHolders
Q1 20259,174$295.2K<0.1%+441+5.0%AddedHolders
Q4 20248,733$277.7K<0.1%+1,486+20.5%AddedHolders
Q3 20247,247$209.0K<0.1%00.0%UnchangedHolders
Q2 20247,247$202.2K<0.1%−750−9.4%ReducedHolders
Q1 20247,997$213.2K<0.1%+7,997NewHolders
Q3 20230$00.0%−16,035−100.0%Sold outHolders
Q2 202316,035$393.8K<0.1%00.0%UnchangedHolders
Q1 202316,035$434.5K<0.1%+1,492+10.3%AddedHolders
Q4 202214,543$361.0K<0.1%00.0%UnchangedHolders
Q3 202214,543$309.0K<0.1%−1,439−9.0%ReducedHolders
Q2 202215,982$347.0K<0.1%−24−0.1%ReducedHolders
Q1 202216,006$319.0K<0.1%00.0%UnchangedHolders
Q4 202116,006$422.0K<0.1%+2,169+15.7%AddedHolders
Q3 202113,837$395.0K<0.1%+1,366+11.0%AddedHolders
Q2 202112,471$348.0K<0.1%+2,678+27.3%AddedHolders
Q1 20219,793$219.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.