DIVERSIFY WEALTH MANAGEMENT, LLC KC — KINGSOFT CLOUD HLDGS LTD

Ownership history in DIVERSIFY WEALTH MANAGEMENT, LLC  ·  5 quarters on record

AI Ownership Summary

DIVERSIFY WEALTH MANAGEMENT, LLC reported KINGSOFT CLOUD HLDGS LTD (KC) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.05% in 2025 Q2. The latest visible filing shows KC at 0.00% 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 KC 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 KINGSOFT CLOUD HLDGS 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

KC was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% 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
2025 Q1 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.

KC stock page DIVERSIFY WEALTH MANAGEMENT, LLC fund profile DIVERSIFY WEALTH MANAGEMENT, LLC full holdings
How DIVERSIFY WEALTH MANAGEMENT, LLC held KC — position size vs. price
% of Fund (quarterly)    KC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 15,619 -48,890 -75.8% 0.00% $233K 2026-05-01 $15.00
2025 Q4 REDUCED — — — 64,509 -3,108 -4.6% 0.04% $828K 2026-02-03 $13.13
2025 Q3 ADDED — — — 67,617 +1,343 +2.0% 0.05% $853K 2025-11-12 $11.55
2025 Q2 ADDED — — — 66,274 +14,683 +28.5% 0.05% $887K 2025-08-14 $13.26
2025 Q1 INITIATED — — — 51,591 — — 0.05% $641K 2025-05-01 $13.97

🏢 Other funds also holding KC

As of 2026 Q1 — sorted by position size

MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC 3Y 7Y 1.19% Harbour Capital Advisors, LLC 3Y 7Y 0.08% ABC ARBITRAGE SA 0.06% CenterBook Partners LP 3Y 0.05% Blue Trust, Inc. 3Y 0.01% Vise Technologies, Inc. 3Y 0.0% UBS Group AG 3Y 7Y 0.0% Archer Investment Corp 3Y 0.0% GHP Investment Advisors, Inc. 3Y 7Y 0.0% Bell Investment Advisors, Inc 3Y 0.0%

FAQ About DIVERSIFY WEALTH MANAGEMENT, LLC and KC

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 KC?

DIVERSIFY WEALTH MANAGEMENT, LLC reported KC across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

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

The largest reported portfolio weight for KC was 0.05% in 2025 Q2.

What is the latest reported KC position on this page?

The most recent filing on this page is 2026 Q1, when DIVERSIFY WEALTH MANAGEMENT, LLC reported 15,619 shares, equal to 0.00% of portfolio, with an estimated market value of $233K.

What does the chart on this KC ownership page compare?

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

Based on 13F filing dates vs. subsequent KC price moves, DIVERSIFY WEALTH MANAGEMENT, LLC correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on KC relative to SPY over the holding period was -17.7%.

← Back to DIVERSIFY WEALTH MANAGEMENT, LLC Holdings