Position in DINO
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$234,790
New position
Shares Held
3,371
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#491
of 682 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $4,210,225 across 4 Oil & Gas Refining & Marketing names. DINO ranks #4 (5.6% of the industry book) .
All Filings in DINO
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1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $234,790 | 3,371 | Shares | Sole | 2026-07-30 | |
| No filing history on record for this holder in this stock. | ||||||