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DIVERSIFY WEALTH MANAGEMENT, LLC → BSY
DIVERSIFY WEALTH MANAGEMENT, LLC BSY Position History
Bentley Systems, Incorporated • Technology
Quarters held
5
Latest value
$758K
Q3 2026
Peak value
$1.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.1M |
| Q4 2025 | $585K |
| Q1 2026 | $701K |
| Q2 2026 | $695K |
| Q3 2026 | $758K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $758K | 20.9K | — | — |
| Q2 2026 | $695K | 20.6K | — | — |
| Q1 2026 | $701K | 21.4K | — | — |
| Q4 2025 | $585K | 14.8K | — | — |
| Q3 2025 | $1.1M | 21.2K | — | — |
Other funds holding BSY
$283.1M
$282.1M
$189.5M
$186.9M
$172.7M
$150.5M