Position in YSG
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$71,517
-$398,398 QoQ
Shares Held
23,220
-80.8% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in YSG Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $13,043,387 across 7 Household & Personal Products names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
27,270 | $3,998,872 | |
| 2 | ELF |
e.l.f. Beauty, Inc.
|
35,360 | $2,616,640 | |
| 3 | UL |
Unilever PLC
|
38,407 | $2,309,028 | |
| 4 | KMB |
Kimberly Clark Corp
|
14,939 | $1,639,854 | |
| 5 | CHD |
Church & Dwight Co Inc /De/
|
11,386 | $1,103,075 | |
| 6 | CL |
Colgate Palmolive Co
|
11,965 | $1,096,951 | |
| 7 | KVUE |
Kenvue Inc.
|
14,598 | $278,967 |
All Filings in YSG
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $71,517 | 23,220 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $469,915 | 120,801 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,175,127 | 129,705 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,178,817 | 122,284 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||