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DIVERSIFY WEALTH MANAGEMENT, LLC → AHR
DIVERSIFY WEALTH MANAGEMENT, LLC AHR Position History
American Healthcare REIT, Inc. • Financial Services
Quarters held
5
Latest value
$2.1M
Q3 2026
Peak value
$2.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.1M |
| Q4 2025 | $1.1M |
| Q1 2026 | $2.6M |
| Q2 2026 | $2.2M |
| Q3 2026 | $2.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.1M | 39.4K | — | — |
| Q2 2026 | $2.2M | 38.4K | — | — |
| Q1 2026 | $2.6M | 52.4K | — | — |
| Q4 2025 | $1.1M | 22.1K | — | — |
| Q3 2025 | $1.1M | 24.2K | — | — |