DIVERSIFY WEALTH MANAGEMENT, LLC
Position in CHRW — C. H. Robinson Worldwide, Inc.
CIK 2030780
SANDY, UT
Position in CHRW
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$331,666
+$38,885 QoQ
Shares Held
1,761
-0.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#588
of 882 holders
Holding Since
Jun 2024
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CHRW Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $3,646,009 across 4 Integrated Freight & Logistics names. CHRW ranks #3 (9.1% of the industry book) .
All Filings in CHRW
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $331,666 | 1,761 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $292,781 | 1,763 | Shares | Sole | 2026-05-01 | |
| 2024-09-30 | $205,619 | 1,863 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $178,531 | 2,026 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||