Diversify Wealth Management, LLC
- SEC CIK
- 0002030780
- Latest filing
- Jul 29, 2026
SILA holding history
Sila Realty Trust, 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.
SILA overviewAll 13F holders of SILAFull Q2 2026 holdings
- Shares (Q2 2026)
- 0
- Sold out in Q2 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 8
- Since Q2 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 0 | $0 | 0.0% | −120,319−100.0% | Sold out | Holders |
| Q1 2026 | 120,319 | $3.35M | 0.1% | +34,900+40.9% | Added | Holders |
| Q4 2025 | 85,419 | $2.04M | 0.1% | −4,478−5.0% | Reduced | Holders |
| Q3 2025 | 89,897 | $2.12M | 0.1% | −4,036−4.3% | Reduced | Holders |
| Q2 2025 | 93,933 | $2.38M | 0.1% | −26,402−21.9% | Reduced | Holders |
| Q1 2025 | 120,335 | $3.09M | 0.2% | +8,894+8.0% | Added | Holders |
| Q4 2024 | 111,441 | $2.58M | 0.2% | −8,030−6.7% | Reduced | Holders |
| Q3 2024 | 119,471 | $3.09M | 0.3% | −15,627−11.6% | Reduced | Holders |
| Q2 2024 | 135,098 | $3.08M | 0.4% | – | No prior filing | Holders |