Position in TIGR
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$44,761
-$237,737 QoQ
Shares Held
10,173
-77.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#80
of 116 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TIGR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $27,546,888 across 17 Capital Markets names. TIGR ranks #16 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
6,874 | $6,952,157 | |
| 2 | MS |
Morgan Stanley
|
17,538 | $3,666,143 | |
| 3 | SCHW |
Schwab Charles Corp
|
37,110 | $3,424,139 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
31,704 | $3,179,277 | |
| 5 | VIRT |
Virtu Financial, Inc.
|
44,125 | $2,628,526 | |
| 6 | PJT |
PJT Partners Inc.
|
15,424 | $2,328,098 | |
| 7 | CLSK |
Cleanspark, Inc.
|
88,702 | $1,290,614 | |
| 8 | MC |
Moelis & Co
|
14,462 | $946,104 |
All Filings in TIGR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44,761 | 10,173 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $282,498 | 44,841 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,667,636 | 174,439 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,751,043 | 164,109 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,714,862 | 177,706 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,182,619 | 137,674 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $742,247 | 114,899 | Shares | Sole | 2025-01-16 | |
| No filing history on record for this holder in this stock. | ||||||