DIVERSIFY WEALTH MANAGEMENT, LLC HLF — HERBALIFE LTD

Ownership history in DIVERSIFY WEALTH MANAGEMENT, LLC  ·  9 quarters on record

AI Ownership Summary

DIVERSIFY WEALTH MANAGEMENT, LLC reported HERBALIFE LTD (HLF) in 9 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.16% in 2025 Q3. The latest visible filing shows HLF at 0.02% 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 HLF 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 HERBALIFE 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 Q2

HLF was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.16% in 2025 Q3

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

Time in book
Holding Window
2024 Q2 to 2026 Q2

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.

HLF stock page DIVERSIFY WEALTH MANAGEMENT, LLC fund profile DIVERSIFY WEALTH MANAGEMENT, LLC full holdings
How DIVERSIFY WEALTH MANAGEMENT, LLC held HLF — position size vs. price
% of Fund (quarterly)    HLF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 104,459 +71,403 +216.0% 0.02% $1.3M 2026-07-30 $12.44
2026 Q1 REDUCED 68.0% -13.1% ✅ 33,056 -70,293 -68.0% 0.01% $528K 2026-05-01 $16.28
2025 Q4 REDUCED 70.1% +14.2% ❌ 103,349 -242,036 -70.1% 0.08% $1.6M 2026-02-03 $16.94
2025 Q3 ADDED — — — 345,385 +70,061 +25.4% 0.16% $2.8M 2025-11-12 $9.33
2025 Q2 ADDED — — — 275,324 +4,723 +1.7% 0.16% $2.5M 2025-08-14 $9.35
2025 Q1 ADDED — — — 270,601 +78,530 +40.9% 0.14% $1.9M 2025-05-01 $6.63
2024 Q4 ADDED — — — 192,071 +32,572 +20.4% 0.10% $1.3M 2025-01-16 $6.50
2024 Q3 ADDED — — — 159,499 +116,548 +271.4% 0.11% $1.1M 2024-10-25 $6.73
2024 Q2 INITIATED — — — 42,951 — — 0.05% $411K 2024-08-08 $9.12

🏢 Other funds also holding HLF

As of 2026 Q2 — sorted by position size

IRIDIAN ASSET MANAGEMENT LLC/CT 3Y 7Y 9.39% Penn Capital Management Company, LLC 3Y 7Y 0.96% SummerHaven Investment Management, LLC 3Y 0.53% Arena Capital Advisors, LLC- CA 3Y 0.51% Pekin Hardy Strauss, Inc. 3Y 7Y 0.36% Range Financial Group LLC 3Y 0.1% SEAVIEW INVESTMENT MANAGERS LLC 3Y 0.05% Y-Intercept (Hong Kong) Ltd 3Y 0.04% CHICAGO TRUST Co NA 3Y 7Y 0.02% SteelPeak Wealth, LLC 3Y 0.02%

FAQ About DIVERSIFY WEALTH MANAGEMENT, LLC and HLF

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 HLF?

DIVERSIFY WEALTH MANAGEMENT, LLC reported HLF across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

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

The largest reported portfolio weight for HLF was 0.16% in 2025 Q3.

What is the latest reported HLF position on this page?

The most recent filing on this page is 2026 Q2, when DIVERSIFY WEALTH MANAGEMENT, LLC reported 104,459 shares, equal to 0.02% of portfolio, with an estimated market value of $1.3M.

What does the chart on this HLF ownership page compare?

The chart compares DIVERSIFY WEALTH MANAGEMENT, LLC's quarterly HLF 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 HLF position?

Based on 13F filing dates vs. subsequent HLF price moves, DIVERSIFY WEALTH MANAGEMENT, LLC correctly timed 5 out of 8 reported position changes (62%). The annualised alpha on HLF relative to SPY over the holding period was +1854.4%.

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