13F-HR filed by DIVERSIFY WEALTH MANAGEMENT, LLC
DIVERSIFY WEALTH MANAGEMENT, LLC filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-05-01, with 510 holding rows worth $1,346,316,111.
- Accession
- 0001085146-25-002517
- Filer
- CIK 2030780
- Filed
- 2025-05-01
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2025
A holdings report, 510 entries on the cover page, a total value of $1,346,316,111 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,346,316,111 with VALUE read as dollars as filed, 13F file number 028-24281. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| LLOYDS BANKING GROUP PLC SPONSORED ADR | 539439109 | ADR | 31,907 | $126,990 | dollars as filed | |
| TRAEGER INC | 89269P103 | COMMON STOCK | 86,248 | $126,785 | dollars as filed | |
| NUVEEN MUN HIGH INCOME OPPOR | 670682103 | COM | 10,000 | $104,600 | dollars as filed | |
| BRIGHTSPIRE CAPITAL INC COM CL A | 10949T109 | REIT | 14,630 | $73,882 | dollars as filed | |
| MICROVISION INC DEL | 594960304 | COM NEW | 60,000 | $69,000 | dollars as filed | |
| MIND MEDICINE MINDMED INC | 60255C885 | COM NEW | 10,000 | $63,000 | dollars as filed | |
| OPKO HEALTH INC | 68375N103 | COM | 30,000 | $42,000 | dollars as filed | |
| STAR FASHION CULTURE HLDGS L SHS CL | G8437Q101 | A | 15,000 | $18,150 | dollars as filed | |
| OCUGEN INC | 67577C105 | COMMON STOCK | 20,000 | $14,558 | dollars as filed | |
| NINE ENERGY SERVICE INC | 65441V101 | COM | 17,500 | $14,509 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001085146-25-002517 | this filing | 2025-05-01 | acceptance time not in the bulk data set |