Diversify Wealth Management, LLC

SEC CIK: 0002030780
Latest filing: Jul 29, 2026

SEC filings (opens in a new tab)

NLY holding history

Annaly Capital Management 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.

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

Shares (Q2 2026): 66,815
Value: $1.51M
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2024

Holdings of NLY by Diversify Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	66,815	$1.51M	<0.1%	+6,788+11.3%	Added	Holders
Q1 2026	60,027	$1.35M	<0.1%	+60,027	New	Holders
Q1 2025	0	$0	0.0%	−11,084−100.0%	Sold out	Holders
Q4 2024	11,084	$201.1K	<0.1%	+11,084	New	Holders