Diversify Wealth Management, LLC

SEC CIK: 0002030780
Latest filing: Jul 29, 2026

SEC filings (opens in a new tab)

ZION holding history

Zions Bancorporation, National Association 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.

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

Shares (Q2 2026): 3,957
Value: $271.1K
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2024

Holdings of ZION by Diversify Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	3,957	$271.1K	<0.1%	+10.0%	Added	Holders
Q1 2026	3,956	$247.6K	<0.1%	+3,956	New	Holders
Q1 2025	0	$0	0.0%	−3,774−100.0%	Sold out	Holders
Q4 2024	3,774	$201.3K	<0.1%	+3,774	New	Holders