Position in JLL
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$697,697
+$12,673 QoQ
Shares Held
2,251
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#351
of 657 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JLL Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Jun 30, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $2,339,676 across 4 Real Estate Services names. JLL ranks #2 (29.8% of the industry book) .
All Filings in JLL
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $697,697 | 2,251 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $685,024 | 2,251 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $544,408 | 1,618 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $485,003 | 1,626 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $423,571 | 1,656 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $456,154 | 1,840 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $464,005 | 1,833 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $517,495 | 1,918 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $417,744 | 2,035 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||