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DIVERSIFY WEALTH MANAGEMENT, LLC → CCB
DIVERSIFY WEALTH MANAGEMENT, LLC CCB Position History
Coastal Financial Corporation
Quarters held
5
Latest value
$396K
Q3 2026
Peak value
$792K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $792K |
| Q4 2025 | $779K |
| Q1 2026 | $699K |
| Q2 2026 | $675K |
| Q3 2026 | $396K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $396K | 9.2K | — | — |
| Q2 2026 | $675K | 9.3K | — | — |
| Q1 2026 | $699K | 9.2K | — | — |
| Q4 2025 | $779K | 7.1K | — | — |
| Q3 2025 | $792K | 7.3K | — | — |