DIVERSIFY WEALTH MANAGEMENT, LLC
Holdings in PTY
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $596,250 | 46,221 | Shares | Sole | 2026-02-03 |
| 2025-09-30 | $744,483 | 51,557 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $715,113 | 51,410 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $635,589 | 43,955 | Shares | Sole | 2025-05-01 |
| 2024-12-31 | $396,597 | 27,599 | Shares | Sole | 2025-01-16 |