Diversify Wealth Management, LLC
- SEC CIK
- 0002030780
- Latest filing
- Jul 29, 2026
PNFP holding history
Pinnacle Financial Partners, 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.
PNFP overviewAll 13F holders of PNFPFull Q2 2026 holdings
- Shares (Q3 2025)
- 0
- Sold out in Q3 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 5
- Since Q2 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2025 | 0 | $0 | 0.0% | −2,849−100.0% | Sold out | Holders |
| Q2 2025 | 2,849 | $263.2K | <0.1% | −207−6.8% | Reduced | Holders |
| Q1 2025 | 3,056 | $308.8K | <0.1% | −286−8.6% | Reduced | Holders |
| Q4 2024 | 3,342 | $375.0K | <0.1% | −147−4.2% | Reduced | Holders |
| Q3 2024 | 3,489 | $355.6K | <0.1% | −283−7.5% | Reduced | Holders |
| Q2 2024 | 3,772 | $318.5K | <0.1% | – | No prior filing | Holders |