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Diversify Wealth Management, LLC

SEC CIK
0002030780
Latest filing
Jul 29, 2026

FBRT holding history

Franklin BSP Realty Trust, 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.

FBRT overviewAll 13F holders of FBRTFull Q2 2026 holdings

Shares (Q2 2026)
22,011
Value
$177.1K
% of portfolio
<0.1%
Quarters held
2
Since Q1 2026
Holdings of FBRT by Diversify Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202622,011$177.1K<0.1%00.0%UnchangedHolders
Q1 202622,011$190.1K<0.1%+22,011NewHolders