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Equibles

DIVERSIFY WEALTH MANAGEMENT, LLC

Position in STK — Columbia Seligman Premium Technology Growth Fund, Inc.

CIK 2030780 SANDY, UT
Back to STK Full portfolio

Position in STK

as of Jun 30, 2026 · filed Jul 30, 2026
Position Value
$238,105
+$70,455 QoQ
Shares Held
4,420
0.0% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#69
of 100 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in STK Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

DIVERSIFY WEALTH MANAGEMENT, LLC holds $38,037,017 across 37 Asset Management names. STK ranks #31 (0.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BX
Blackstone Inc.
 63,689 $7,494,284
2 OWL
Blue Owl Capital Inc.
 540,535 $4,729,681
3 OTF
Blue Owl Technology Finance Corp.
 217,264 $2,248,682
4 FSK
FS KKR Capital Corp
 201,020 $2,110,710
5 BLK
BlackRock, Inc.
 2,153 $2,070,238
6 BXSL
Blackstone Secured Lending Fund
 68,394 $1,621,621
7 STT
State Street Corp
 8,456 $1,434,137
8 OBDC
Blue Owl Capital Corp
 126,678 $1,376,989

All Filings in STK

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $238,105 4,420
2026-03-31 $167,650 4,420