Position in DE
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,864,930
+$273,608 QoQ
Shares Held
2,940
+4.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,006
of 2,638 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DE Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $8,640,354 across 3 Farm & Heavy Construction Machinery names. DE ranks #2 (21.6% of the industry book) .
All Filings in DE
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,864,930 | 2,940 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,591,322 | 2,825 | Shares | Sole | 2026-05-01 | |
| No filing history on record for this holder in this stock. | ||||||