Diversify Wealth Management, LLC
- SEC CIK
- 0002030780
- Latest filing
- Jul 29, 2026
CBOE holding history
Cboe Global Markets, 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.
CBOE overviewAll 13F holders of CBOEFull Q2 2026 holdings
- Shares (Q2 2026)
- 0
- Sold out in Q2 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 5
- Since Q1 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 0 | $0 | 0.0% | −2,450−100.0% | Sold out | Holders |
| Q1 2026 | 2,450 | $748.7K | <0.1% | +1,445+143.8% | Added | Holders |
| Q4 2025 | 1,005 | $268.0K | <0.1% | −11,257−91.8% | Reduced | Holders |
| Q3 2025 | 12,262 | $3.03M | 0.2% | +212+1.8% | Added | Holders |
| Q2 2025 | 12,050 | $2.99M | 0.2% | +669+5.9% | Added | Holders |
| Q1 2025 | 11,381 | $2.47M | 0.2% | +11,381 | New | Holders |