Position in COOK
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$303,574
+$167,759 QoQ
Shares Held
3,851
+53.1% QoQ
Ownership
0.138%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#25
of 65 holders
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in COOK Over Time
Shares Held
Position Value (USD)
Position in Furnishings, Fixtures & Appliances
Consumer Cyclical · as of Jun 30, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $303,574 across 1 Furnishings, Fixtures & Appliances name. COOK ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COOK |
Traeger, Inc.
This page
|
3,851 | $303,574 |
All Filings in COOK
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $303,574 | 3,851 | Shares | Sole | 2026-07-30 | |
| 2025-12-31 | $135,815 | 125,755 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $153,421 | 125,755 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $195,899 | 114,561 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $144,896 | 86,248 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $206,132 | 86,248 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $605,532 | 164,547 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $374,515 | 156,048 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||