DIVERSIFY WEALTH MANAGEMENT, LLC
Position in BJ — BJ's Wholesale Club Holdings, Inc.
CIK 2030780
SANDY, UT
Position in BJ
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$2,689,864
-$121,404 QoQ
Shares Held
30,840
+8.0% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#198
of 632 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BJ Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $46,623,639 across 5 Discount Stores names. BJ ranks #3 (5.8% of the industry book) .
All Filings in BJ
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,689,864 | 30,840 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $2,811,268 | 28,564 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,620,449 | 17,999 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,588,700 | 17,037 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,743,826 | 16,172 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,457,741 | 12,776 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $872,145 | 9,761 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $540,573 | 6,554 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $500,600 | 5,699 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||