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 ETFIS SER TR I (PFFR). 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 | REDUCED | 12,831 | -1,683 | -11.6% | 0.01% | $234K | $17.78 |
| 2025 Q3 | REDUCED | 14,514 | -2,223 | -13.3% | 0.02% | $266K | $18.09 |
| 2025 Q2 | REDUCED | 16,737 | -362 | -2.1% | 0.02% | $308K | $16.99 |
| 2025 Q1 | REDUCED | 17,099 | -4,238 | -19.9% | 0.02% | $310K | $16.85 |
| 2024 Q4 | REDUCED | 21,337 | -1,607 | -7.0% | 0.03% | $396K | $16.87 |
| 2024 Q3 | REDUCED | 22,944 | -3,605 | -13.6% | 0.04% | $452K | $17.72 |
| 2024 Q2 | INITIATED | 26,549 | — | — | 0.06% | $483K | — |
As of 2025 Q4 — sorted by position size