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Diversify Wealth Management, LLC

SEC CIK
0002030780
Latest filing
Jul 29, 2026

SNFCA holding history

Security National Financial Corp 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.

SNFCA overviewAll 13F holders of SNFCAFull Q2 2026 holdings

Shares (Q3 2024)
0
Sold out in Q3 2024
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q2 2024
Holdings of SNFCA by Diversify Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20240$00.0%−63,645−100.0%Sold outHolders
Q2 202463,645$487.5K0.1%–No prior filingHolders