Diversify Wealth Management, LLC
- SEC CIK
- 0002030780
- Latest filing
- Jul 29, 2026
STGW holding history
Stagwell 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.
STGW overviewAll 13F holders of STGWFull Q2 2026 holdings
- Shares (Q2 2026)
- 1,724,579
- Value
- $13.3M
- % of portfolio
- 0.2%
- Quarters held
- 5
- Since Q2 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 1,724,579 | $13.3M | 0.2% | −8,015−0.5% | Reduced | Holders |
| Q1 2026 | 1,732,594 | $11.6M | 0.2% | −17,406−1.0% | Reduced | Holders |
| Q4 2025 | 1,750,000 | $9.55M | 0.4% | 00.0% | Unchanged | Holders |
| Q3 2025 | 1,750,000 | $8.31M | 0.5% | 00.0% | Unchanged | Holders |
| Q2 2025 | 1,750,000 | $9.70M | 0.6% | +1,750,000 | New | Holders |