DIVERSIFY WEALTH MANAGEMENT, LLC quarter change: Foreign Preferred Shares, Sold out
In preferred shares (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, DIVERSIFY WEALTH MANAGEMENT, LLC opened 0 positions, added to 0, reduced 0, sold out of 1 and left 0 unchanged. The largest increase in value was BBD (-$42,823); the largest decrease was BBD (-$42,823).
- BBD: Country of operation —; Class SP ADR PFD NEW; Shares 2026-03-31 11,359; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 2030780): 2026-03-31 (filed 2026-05-01) and 2026-06-30 (filed 2026-07-30). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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