Diversify Wealth Management, LLC
- SEC CIK
- 0002030780
- Latest filing
- Jul 29, 2026
JFR holding history
Nuveen Floating Rate Income Fund 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.
JFR overviewAll 13F holders of JFRFull Q2 2026 holdings
- Shares (Q1 2026)
- 0
- Sold out in Q1 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 5
- Since Q4 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2026 | 0 | $0 | 0.0% | −29,201−100.0% | Sold out | Holders |
| Q4 2025 | 29,201 | $233.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2025 | 29,201 | $231.0K | <0.1% | +2,000+7.4% | Added | Holders |
| Q2 2025 | 27,201 | $230.9K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2025 | 27,201 | $220.3K | <0.1% | +10.0% | Added | Holders |
| Q4 2024 | 27,200 | $240.4K | <0.1% | +27,200 | New | Holders |