Position in SAIA
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,308,544
+$169,343 QoQ
Shares Held
3,107
-4.2% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#251
of 510 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SAIA Over Time
Shares Held
Position Value (USD)
Position in Trucking
Industrials · as of Jun 30, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $2,618,396 across 3 Trucking names. SAIA ranks #1 (50.0% of the industry book) .
All Filings in SAIA
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,308,544 | 3,107 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,139,201 | 3,243 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $838,503 | 2,568 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,066,320 | 3,562 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $905,536 | 3,305 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $798,447 | 2,285 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $867,709 | 1,904 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $683,874 | 1,564 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $654,045 | 1,379 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||