Diversify Wealth Management, LLC
- SEC CIK
- 0002030780
- Latest filing
- Jul 29, 2026
ATCH holding history
AtlasClear Holdings, Inc. in every 13F filed by Diversify Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
ATCH overviewAll 13F holders of ATCHFull Q2 2026 holdings
- Shares (Q2 2026)
- 61,000
- Value
- $11.0K
- % of portfolio
- <0.1%
- Quarters held
- 4
- Since Q3 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 61,000 | $11.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2026 | 61,000 | $17.8K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2025 | 61,000 | $16.3K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2025 | 61,000 | $21.5K | <0.1% | +61,000 | New | Holders |