STGW — STAGWELL INC

Ownership history in DIVERSIFY WEALTH MANAGEMENT, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which DIVERSIFY WEALTH MANAGEMENT, LLC reported a position in STAGWELL INC (STGW). 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.

Peak position
0.6% (2025 Q2)
Avg. % of fund
0.51%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 1,750,000 — 0% 0.45% $9.6M $4.89
2025 Q3 UNCHANGED 1,750,000 — 0% 0.48% $8.3M $5.63
2025 Q2 INITIATED 1,750,000 — — 0.60% $9.7M $4.50
% of Fund (quarterly)    STGW price (monthly, adj. close)

Other funds also holding STGW

As of 2025 Q4 — sorted by position size

ABLE Financial Group, LLC 2.2% Madison Avenue Partners, LP 3Y 1.68% My Personal CFO, LLC 3Y 1.21% Penn Capital Management Company, LLC 3Y 7Y 0.85% Stanley Capital Management, LLC 3Y 7Y 0.78% CORRADO ADVISORS, LLC 3Y 7Y 0.77% CIDEL ASSET MANAGEMENT INC 3Y 7Y 0.71% HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 3Y 7Y 0.32% Pacific Ridge Capital Partners, LLC 3Y 7Y 0.28% HARBOR CAPITAL ADVISORS, INC. 3Y 0.25%
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