DIVERSIFY WEALTH MANAGEMENT, LLC
Position in OLLI — Ollie's Bargain Outlet Holdings, Inc.
CIK 2030780
SANDY, UT
Position in OLLI
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,584,573
-$103,072 QoQ
Shares Held
20,611
+12.4% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#182
of 454 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OLLI Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $46,623,639 across 5 Discount Stores names. OLLI ranks #4 (3.4% of the industry book) .
All Filings in OLLI
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,584,573 | 20,611 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,687,645 | 18,336 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,353,135 | 12,345 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,538,745 | 11,984 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,591,243 | 12,075 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,221,198 | 10,495 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $949,274 | 8,651 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $663,001 | 6,821 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $587,154 | 5,981 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||