Position in STGW
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$12,813,621
+$1,915,605 QoQ
Shares Held
1,724,579
-0.5% QoQ
Ownership
0.705%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#15
of 181 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in STGW Over Time
Shares Held
Position Value (USD)
Position in Advertising Agencies
Communication Services · as of Jun 30, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $21,799,225 across 4 Advertising Agencies names. STGW ranks #1 (58.8% of the industry book) .
All Filings in STGW
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,813,621 | 1,724,579 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $10,898,016 | 1,732,594 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $8,557,500 | 1,750,000 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $9,852,500 | 1,750,000 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $7,875,000 | 1,750,000 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||