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CIK 0002030780 • 7 13F filings • May 1, 2025 – Oct 20, 2026
Import this data to Google Sheets with:
=jivedata("diversify-wealth-management-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| 13F-HR |
| 0002030780-25-000005 |
| $1.73B |
| View |
| Jul 30, 2026 | Q2 2026 | 13F-HR | 0002030780-26-000004 | $5.98B | View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001085146-25-005227 | $1.62B | View |
| May 1, 2026 | Q1 2026 | 13F-HR | 0002030780-26-000002 | $5.61B | View |
| May 1, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002517 | $1.35B | View |