DIVERSIFY WEALTH MANAGEMENT, LLC ATRC — ATRICURE INC

Ownership history in DIVERSIFY WEALTH MANAGEMENT, LLC  ·  8 quarters on record

AI Ownership Summary

DIVERSIFY WEALTH MANAGEMENT, LLC reported ATRICURE INC (ATRC) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.03% in 2024 Q2. The latest visible filing shows ATRC at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ATRC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DIVERSIFY WEALTH MANAGEMENT, LLC's position in ATRICURE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ATRC was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ATRC stock page DIVERSIFY WEALTH MANAGEMENT, LLC fund profile DIVERSIFY WEALTH MANAGEMENT, LLC full holdings
How DIVERSIFY WEALTH MANAGEMENT, LLC held ATRC — position size vs. price
% of Fund (quarterly)    ATRC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 11,631 +2,476 +27.0% 0.01% $318K 2026-05-01 $29.02
2025 Q4 REDUCED — — — 9,155 -148 -1.6% 0.02% $333K 2026-02-03 $38.07
2025 Q3 REDUCED 5.8% +14.7% ❌ 9,303 -570 -5.8% 0.02% $317K 2025-11-12 $33.06
2025 Q2 REDUCED — — — 9,873 -482 -4.7% 0.02% $354K 2025-08-14 $35.41
2025 Q1 REDUCED — — — 10,355 -243 -2.3% 0.03% $359K 2025-05-01 $29.29
2024 Q4 REDUCED — — — 10,598 -267 -2.5% 0.03% $333K 2025-01-16 $37.64
2024 Q3 REDUCED 9.1% +7.9% ❌ 10,865 -1,089 -9.1% 0.03% $313K 2024-10-25 $27.93
2024 Q2 INITIATED — — — 11,954 — — 0.03% $256K 2024-08-08 $21.49

🏢 Other funds also holding ATRC

As of 2026 Q1 — sorted by position size

PERKINS CAPITAL MANAGEMENT INC 3Y 7Y 0.7% Oak Harvest Investment Services 3Y 0.13% HARBOR CAPITAL ADVISORS, INC. 3Y 0.1% Advisors Capital Management, LLC 3Y 7Y 0.06% WASATCH ADVISORS LP 3Y 7Y 0.05% First Bank & Trust 3Y 7Y 0.04% Diversified Trust Co 3Y 7Y 0.02% AlphaQuest LLC 0.02% Valmark Advisers, Inc. 3Y 7Y 0.0% Blue Trust, Inc. 3Y 0.0%

FAQ About DIVERSIFY WEALTH MANAGEMENT, LLC and ATRC

These are the practical questions this page is built to answer before you even open the full history table.

How long has DIVERSIFY WEALTH MANAGEMENT, LLC reported owning ATRC?

DIVERSIFY WEALTH MANAGEMENT, LLC reported ATRC across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported ATRC position in DIVERSIFY WEALTH MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for ATRC was 0.03% in 2024 Q2.

What is the latest reported ATRC position on this page?

The most recent filing on this page is 2026 Q1, when DIVERSIFY WEALTH MANAGEMENT, LLC reported 11,631 shares, equal to 0.01% of portfolio, with an estimated market value of $318K.

What does the chart on this ATRC ownership page compare?

The chart compares DIVERSIFY WEALTH MANAGEMENT, LLC's quarterly ATRC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did DIVERSIFY WEALTH MANAGEMENT, LLC time their ATRC position?

Based on 13F filing dates vs. subsequent ATRC price moves, DIVERSIFY WEALTH MANAGEMENT, LLC correctly timed 4 out of 7 reported position changes (57%). The annualised alpha on ATRC relative to SPY over the holding period was -1.6%.

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