Position in NVT
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$5,279,959
+$1,806,667 QoQ
Shares Held
31,130
+6.0% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#260
of 970 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NVT Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $24,664,879 across 5 Electrical Equipment & Parts names. NVT ranks #3 (21.4% of the industry book) .
All Filings in NVT
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,279,959 | 31,130 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $3,473,292 | 29,365 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,960,883 | 19,230 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,752,734 | 17,769 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,247,740 | 17,034 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $729,424 | 13,915 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $628,435 | 9,220 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $465,402 | 6,624 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $424,342 | 5,539 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||