Position in APP
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$8,607,947
+$1,766,327 QoQ
Shares Held
16,707
-2.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#392
of 1,447 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in APP Over Time
Shares Held
Position Value (USD)
Position in Advertising Agencies
Communication Services · as of Jun 30, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $21,799,225 across 4 Advertising Agencies names. APP ranks #2 (39.5% of the industry book) .
All Filings in APP
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,607,947 | 16,707 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $6,841,620 | 17,190 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $4,020,010 | 5,966 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $6,839,063 | 9,518 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,301,604 | 9,431 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,387,114 | 9,009 | Shares | Sole | 2025-05-01 | |
| No filing history on record for this holder in this stock. | ||||||