DIVERSIFY WEALTH MANAGEMENT, LLC
Holdings in UFPT
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $972,491 | 4,380 | Shares | Sole | 2026-02-03 |
| 2025-09-30 | $821,354 | 4,115 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $982,499 | 4,024 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $665,037 | 3,297 | Shares | Sole | 2025-05-01 |
| 2024-12-31 | $739,887 | 3,026 | Shares | Sole | 2025-01-16 |
| 2024-09-30 | $731,577 | 2,310 | Shares | Sole | 2024-10-25 |
| 2024-06-30 | $545,947 | 2,069 | Shares | Sole | 2024-08-08 |