DIVERSIFY WEALTH MANAGEMENT, LLC TIGR — UP FINTECH HLDG LTD

Ownership history in DIVERSIFY WEALTH MANAGEMENT, LLC  ·  6 quarters on record

AI Ownership Summary

DIVERSIFY WEALTH MANAGEMENT, LLC reported UP FINTECH HLDG LTD (TIGR) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.11% in 2025 Q2. The latest visible filing shows TIGR at 0.01% 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 TIGR 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 UP FINTECH HLDG LTD, 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

TIGR was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.11% in 2025 Q2

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

Time in book
Holding Window
2024 Q4 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.

TIGR stock page DIVERSIFY WEALTH MANAGEMENT, LLC fund profile DIVERSIFY WEALTH MANAGEMENT, LLC full holdings
How DIVERSIFY WEALTH MANAGEMENT, LLC held TIGR — position size vs. price
% of Fund (quarterly)    TIGR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 44,841 -129,598 -74.3% 0.01% $292K 2026-05-01 $6.77
2025 Q4 ADDED — — — 174,439 +10,330 +6.3% 0.08% $1.7M 2026-02-03 $8.31
2025 Q3 REDUCED 7.7% -14.8% ✅ 164,109 -13,597 -7.7% 0.10% $1.8M 2025-11-12 $10.38
2025 Q2 ADDED — — — 177,706 +40,032 +29.1% 0.11% $1.8M 2025-08-14 $10.42
2025 Q1 ADDED — — — 137,674 +22,775 +19.8% 0.08% $1.1M 2025-05-01 $8.43
2024 Q4 INITIATED — — — 114,899 — — 0.05% $662K 2025-01-16 $6.24

🏢 Other funds also holding TIGR

As of 2026 Q1 — sorted by position size

COMMONS CAPITAL, LLC 3Y 0.15% Castleview Partners, LLC 3Y 7Y 0.04% SPIREPOINT PRIVATE CLIENT, LLC 0.03% Marex Group plc 0.01% PROFUND ADVISORS LLC 3Y 7Y 0.01% OVERSEA-CHINESE BANKING Corp Ltd 3Y 0.01% GAMMA Investing LLC 0.0% Nuveen, LLC 0.0% IFP Advisors, Inc 3Y 7Y 0.0% SBI Securities Co., Ltd. 0.0%

FAQ About DIVERSIFY WEALTH MANAGEMENT, LLC and TIGR

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 TIGR?

DIVERSIFY WEALTH MANAGEMENT, LLC reported TIGR across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

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

The largest reported portfolio weight for TIGR was 0.11% in 2025 Q2.

What is the latest reported TIGR position on this page?

The most recent filing on this page is 2026 Q1, when DIVERSIFY WEALTH MANAGEMENT, LLC reported 44,841 shares, equal to 0.01% of portfolio, with an estimated market value of $292K.

What does the chart on this TIGR ownership page compare?

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

How well did DIVERSIFY WEALTH MANAGEMENT, LLC time their TIGR position?

Based on 13F filing dates vs. subsequent TIGR price moves, DIVERSIFY WEALTH MANAGEMENT, LLC correctly timed 3 out of 5 reported position changes (60%).

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