DIVERSIFY WEALTH MANAGEMENT, LLC OPBK β€” OP BANCORP

Ownership history in DIVERSIFY WEALTH MANAGEMENT, LLC  Β·  1 quarter on record

AI Ownership Summary

DIVERSIFY WEALTH MANAGEMENT, LLC reported OP BANCORP (OPBK) in 1 quarterly 13F filing from 2026 Q1 through 2026 Q1. Peak portfolio weight reached 0.47% in 2026 Q1. The latest visible filing shows OPBK at 0.47% 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 OPBK 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 OP BANCORP, 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

OPBK was reported at 0.47% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.47% in 2026 Q1

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

Time in book
Holding Window
2026 Q1 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.

How DIVERSIFY WEALTH MANAGEMENT, LLC held OPBK β€” position size vs. price
% of Fund (quarterly)    OPBK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 INITIATED β€” β€” β€” 1,837,182 β€” β€” 0.47% $26.5M 2026-05-01 $14.67

FAQ About DIVERSIFY WEALTH MANAGEMENT, LLC and OPBK

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 OPBK?

DIVERSIFY WEALTH MANAGEMENT, LLC reported OPBK across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

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

The largest reported portfolio weight for OPBK was 0.47% in 2026 Q1.

What is the latest reported OPBK position on this page?

The most recent filing on this page is 2026 Q1, when DIVERSIFY WEALTH MANAGEMENT, LLC reported 1,837,182 shares, equal to 0.47% of portfolio, with an estimated market value of $26.5M.

What does the chart on this OPBK ownership page compare?

The chart compares DIVERSIFY WEALTH MANAGEMENT, LLC's quarterly OPBK 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.

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