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DIVERSIFY WEALTH MANAGEMENT, LLC → MC
DIVERSIFY WEALTH MANAGEMENT, LLC MC Position History
Moelis & Company
Quarters held
5
Latest value
$680K
Q3 2026
Peak value
$7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $5.9M |
| Q4 2025 | $7M |
| Q1 2026 | $6.4M |
| Q2 2026 | $980K |
| Q3 2026 | $680K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $680K | 12.3K | — | — |
| Q2 2026 | $980K | 14.5K | — | — |
| Q1 2026 | $6.4M | 95.2K | — | — |
| Q4 2025 | $7M | 94.9K | — | — |
| Q3 2025 | $5.9M | 93.8K | — | — |
Other funds holding MC
$580.1M
$542.4M
$540.5M
$474.8M
$333.1M
$319.4M
$316.7M
$236M