DIVERSIFY WEALTH MANAGEMENT, LLC
Position in BEP — Brookfield Renewable Partners L.P.
CIK 2030780
SANDY, UT
Position in BEP
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$922,637
+$61,301 QoQ
Shares Held
26,566
+0.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#103
of 252 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 37%
Shared 0%
None 63%
Common Shares in BEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Renewable
Utilities · as of Jun 30, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $3,698,645 across 3 Utilities - Renewable names. BEP ranks #3 (24.9% of the industry book) .
All Filings in BEP
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $922,637 | 26,566 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $861,336 | 26,389 | Shares | Sole | 2026-05-01 | |
| No filing history on record for this holder in this stock. | ||||||