Diversify Wealth Management, LLC

SEC CIK: 0002030780
Latest filing: Jul 29, 2026

SEC filings (opens in a new tab)

OKE holding history

ONEOK 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.

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

Shares (Q2 2026): 21,829
Value: $1.95M
% of portfolio: <0.1%
Quarters held: 3; Since Q2 2024

Holdings of OKE by Diversify Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	21,829	$1.95M	<0.1%	+767+3.6%	Added	Holders
Q1 2026	21,062	$1.88M	<0.1%	+21,062	New	Holders
Q3 2024	0	$0	0.0%	−4,415−100.0%	Sold out	Holders
Q2 2024	4,415	$347.1K	<0.1%	–	No prior filing	Holders