Position in FTI
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$856,264
-$315,904 QoQ
Shares Held
12,915
-23.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#441
of 813 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FTI Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $4,279,350 across 3 Oil & Gas Equipment & Services names. FTI ranks #3 (20.0% of the industry book) .
All Filings in FTI
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $856,264 | 12,915 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,172,168 | 16,956 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $630,301 | 14,145 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $607,332 | 15,395 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $599,565 | 17,409 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $605,786 | 19,116 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $586,266 | 20,258 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $557,492 | 21,254 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $731,860 | 27,987 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||