Diversify Wealth Management, LLC

SEC CIK: 0002030780
Latest filing: Jul 29, 2026

SEC filings (opens in a new tab)

TPVG holding history

TriplePoint Venture Growth BDC 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.

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

Shares (Q1 2025): 0; Sold out in Q1 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q3 2024

Holdings of TPVG by Diversify Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2025	0	$0	0.0%	−18,830−100.0%	Sold out	Holders
Q4 2024	18,830	$142.4K	<0.1%	+6,553+53.4%	Added	Holders
Q3 2024	12,277	$81.9K	<0.1%	+12,277	New	Holders