Diversify Wealth Management, LLC

SEC CIK: 0002030780
Latest filing: Jul 29, 2026

SEC filings (opens in a new tab)

FDS holding history

Factset Research Systems 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.

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

Shares (Q1 2025): 0; Sold out in Q1 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q3 2024

Holdings of FDS by Diversify Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2025	0	$0	0.0%	−450−100.0%	Sold out	Holders
Q4 2024	450	$203.9K	<0.1%	−25−5.3%	Reduced	Holders
Q3 2024	475	$220.3K	<0.1%	+475	New	Holders