Position in WTW
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$271,824
New position
Shares Held
1,040
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#467
of 687 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $2,214,567 across 4 Insurance Brokers names. WTW ranks #4 (12.3% of the industry book) .
All Filings in WTW
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $271,824 | 1,040 | Shares | Sole | 2026-07-30 | |
| No filing history on record for this holder in this stock. | ||||||