Ownership history in DIVERSIFY WEALTH MANAGEMENT, LLC · 7 quarters on record
This page tracks every 13F SEC filing in which DIVERSIFY WEALTH MANAGEMENT, LLC reported a position in BNY MELLON ETF TRUST (BKMC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 212,257 | +48,301 | +29.5% | 1.14% | $24.5M | $108.93 |
| 2025 Q3 | ADDED | 163,956 | +5,750 | +3.6% | 1.02% | $17.7M | $107.72 |
| 2025 Q2 | ADDED | 158,206 | +4,811 | +3.1% | 1.03% | $16.6M | $101.28 |
| 2025 Q1 | ADDED | 153,395 | +18,317 | +13.6% | 1.07% | $14.4M | $94.28 |
| 2024 Q4 | REDUCED | 135,078 | -17,935 | -11.7% | 1.07% | $13.7M | $100.18 |
| 2024 Q3 | ADDED | 153,013 | +5,023 | +3.4% | 1.50% | $15.6M | $99.69 |
| 2024 Q2 | INITIATED | 147,990 | — | — | 1.69% | $13.6M | — |
As of 2025 Q4 — sorted by position size