Diversify Wealth Management, LLC

SEC CIK: 0002030780
Latest filing: Jul 29, 2026

SEC filings (opens in a new tab)

CALX holding history

Calix, 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.

CALX overview All 13F holders of CALX Full Q2 2026 holdings

Shares (Q4 2024): 0; Sold out in Q4 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q2 2024

Holdings of CALX by Diversify Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2024	0	$0	0.0%	−10,066−100.0%	Sold out	Holders
Q3 2024	10,066	$372.9K	<0.1%	+1,628+19.3%	Added	Holders
Q2 2024	8,438	$304.9K	<0.1%	–	No prior filing	Holders