DIVERSIFY WEALTH MANAGEMENT, LLC SEC EDGAR Filings (CIK 0002030780)

SEC EDGAR filings, ownership reports, and insider transactions for DIVERSIFY WEALTH MANAGEMENT, LLC.

Business address
9017 S. Riverside Dr., Suite 210, Sandy, UT, 84070
Top securities (13F)
SPYG, SPYV, DFAU, SPY, NVDA, SPDW, AAPL, AMZN, MSFT, VOO, QUAL, NOW, META, SCHR, CGCP, BKMC, DFAI, GOOG, AVGO, and DFAC
State of incorporation
UT
Fiscal year end
31 December
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DIVERSIFY WEALTH MANAGEMENT, LLC has filed 8 SEC EDGAR filings since 08 Aug 2024

Latest Filings

Recent SEC filings for DIVERSIFY WEALTH MANAGEMENT, LLC including 13F-HR, N-PX.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Nov 2025 30 Sep 2025 028-24281
N-PX Open N-PX document View SEC filing for N-PX 12 Nov 2025 30 Jun 2025 028-24281
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Aug 2025 30 Jun 2025 028-24281
13F-HR Open 13F-HR document View SEC filing for 13F-HR 01 May 2025 31 Mar 2025 028-24281
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Jan 2025 31 Dec 2024 028-24281
13F-HR Open 13F-HR document View SEC filing for 13F-HR 25 Oct 2024 30 Sep 2024 028-24281
N-PX Open N-PX document View SEC filing for N-PX 09 Aug 2024 30 Jun 2024 028-24281
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Aug 2024 30 Jun 2024 028-24281

About this filer

DIVERSIFY WEALTH MANAGEMENT, LLC files with the SEC under CIK 0002030780. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

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