Position in TRI
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$175,753
New position
Shares Held
2,152
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#310
of 411 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Specialty Business Services
Industrials · as of Jun 30, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $3,732,038 across 5 Specialty Business Services names. TRI ranks #5 (4.7% of the industry book) .
All Filings in TRI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $175,753 | 2,152 | Shares | Sole | 2026-07-30 | |
| No filing history on record for this holder in this stock. | ||||||