Position in HLF
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,373,635
+$887,051 QoQ
Shares Held
104,459
+216.0% QoQ
Ownership
0.100%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#92
of 234 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HLF Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $3,237,326 across 5 Packaged Foods names. HLF ranks #1 (42.4% of the industry book) .
All Filings in HLF
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,373,635 | 104,459 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $486,584 | 33,056 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,332,168 | 103,349 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,915,049 | 345,385 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,373,292 | 275,324 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,335,286 | 270,601 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,284,954 | 192,071 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,146,797 | 159,499 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $446,260 | 42,951 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||