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DIVERSIFY WEALTH MANAGEMENT, LLC → FSV
DIVERSIFY WEALTH MANAGEMENT, LLC FSV Position History
FirstService Corporation • Real Estate
Quarters held
5
Latest value
$367K
Q3 2026
Peak value
$383K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $299K |
| Q4 2025 | $294K |
| Q1 2026 | $326K |
| Q2 2026 | $383K |
| Q3 2026 | $367K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $367K | 2.7K | — | — |
| Q2 2026 | $383K | 2.7K | — | — |
| Q1 2026 | $326K | 2.4K | — | — |
| Q4 2025 | $294K | 1.9K | — | — |
| Q3 2025 | $299K | 1.9K | — | — |
Other funds holding FSV
$295.5M
$278.2M
$264.8M
$258.4M