Ownership history in DIVERSIFY WEALTH MANAGEMENT, LLC · 5 quarters on record
This page tracks every 13F SEC filing in which DIVERSIFY WEALTH MANAGEMENT, LLC reported a position in TIDAL TR II (MSTX). 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 | UNCHANGED | 15,000 | — | 0% | 0.00% | $73K | $3.85 |
| 2025 Q3 | UNCHANGED | 15,000 | — | 0% | 0.01% | $200K | $21.38 |
| 2025 Q2 | UNCHANGED | 15,000 | — | 0% | 0.03% | $525K | $40.36 |
| 2025 Q1 | UNCHANGED | 15,000 | — | 0% | 0.04% | $591K | $25.80 |
| 2024 Q4 | INITIATED | 15,000 | — | — | 0.05% | $646K | $35.18 |
As of 2025 Q4 — sorted by position size