Ownership history in DIVERSIFY WEALTH MANAGEMENT, LLC · 6 quarters on record
This page tracks every 13F SEC filing in which DIVERSIFY WEALTH MANAGEMENT, LLC reported a position in RYAN SPECIALTY HOLDINGS INC (RYAN). 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 Q3 | REDUCED | 3,778 | -866 | -18.6% | 0.01% | $201K | $56.06 |
| 2025 Q2 | REDUCED | 4,644 | -624 | -11.8% | 0.02% | $277K | $67.49 |
| 2025 Q1 | REDUCED | 5,268 | -366 | -6.5% | 0.03% | $339K | $73.20 |
| 2024 Q4 | REDUCED | 5,634 | -1,114 | -16.5% | 0.03% | $352K | $63.46 |
| 2024 Q3 | REDUCED | 6,748 | -683 | -9.2% | 0.05% | $469K | $65.57 |
| 2024 Q2 | INITIATED | 7,431 | — | — | 0.06% | $485K | — |
As of 2025 Q4 — sorted by position size