DIVERSIFY WEALTH MANAGEMENT, LLC

Position in FSV — FirstService Corp

CIK 2030780 SANDY, UT

Position in FSV

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$388,102

+$50,617 QoQ

Shares Held

2,731

+12.4% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#179

of 275 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

DIVERSIFY WEALTH MANAGEMENT, LLC holds $2,339,676 across 4 Real Estate Services names. FSV ranks #4 (16.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CSGP	Costar Group, Inc.	25,570	$724,142
2	JLL	Jones Lang Lasalle Inc	2,251	$697,697
3	CBRE	Cbre Group, Inc.	3,933	$529,735
4	FSV	FirstService Corp This page	2,731	$388,102

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$388,102	2,731	+12.4%	Shares	Sole	2026-07-30
2026-03-31	$337,485	2,429	+29.7%	Shares	Sole	2026-05-01
2025-12-31	$291,307	1,873	-1.4%	Shares	Sole	2026-02-03
2025-09-30	$361,740	1,899	-5.3%	Shares	Sole	2025-11-12
2025-06-30	$350,113	2,005	-5.7%	Shares	Sole	2025-08-14
2025-03-31	$352,975	2,127	+4.4%	Shares	Sole	2025-05-01
2024-12-31	$368,918	2,038	-4.0%	Shares	Sole	2025-01-16
2024-09-30	$387,545	2,124	-10.4%	Shares	Sole	2024-10-25
2024-06-30	$361,269	2,371	—	Shares	Sole	2024-08-08
No filing history on record for this holder in this stock.