DIVERSIFY WEALTH MANAGEMENT, LLC SBSW SIBANYE STILLWATER LTD

Ownership history in DIVERSIFY WEALTH MANAGEMENT, LLC  ·  4 quarters on record

AI Ownership Summary

DIVERSIFY WEALTH MANAGEMENT, LLC reported SIBANYE STILLWATER LTD (SBSW) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 0.12% in 2025 Q4. The latest visible filing shows SBSW at 0.03% 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 SBSW 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 SIBANYE STILLWATER 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

SBSW was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.12% in 2025 Q4

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

Time in book
Holding Window
2025 Q3 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.

How DIVERSIFY WEALTH MANAGEMENT, LLC held SBSW — position size vs. price
% of Fund (quarterly)    SBSW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 233,234 +27,709 +13.5% 0.03% $2.0M 2026-07-30 $9.09
2026 Q1 ADDED 205,525 +56,311 +37.7% 0.04% $2.4M 2026-05-01 $12.07
2025 Q4 ADDED 149,214 +11,285 +8.2% 0.12% $2.6M 2026-02-03 $17.02
2025 Q3 INITIATED 137,929 0.08% $1.4M 2025-11-12 $11.39

FAQ About DIVERSIFY WEALTH MANAGEMENT, LLC and SBSW

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 SBSW?

DIVERSIFY WEALTH MANAGEMENT, LLC reported SBSW across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

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

The largest reported portfolio weight for SBSW was 0.12% in 2025 Q4.

What is the latest reported SBSW position on this page?

The most recent filing on this page is 2026 Q2, when DIVERSIFY WEALTH MANAGEMENT, LLC reported 233,234 shares, equal to 0.03% of portfolio, with an estimated market value of $2.0M.

What does the chart on this SBSW ownership page compare?

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

Based on 13F filing dates vs. subsequent SBSW price moves, DIVERSIFY WEALTH MANAGEMENT, LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on SBSW relative to SPY over the holding period was -35.8%.

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