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DIVERSIFY WEALTH MANAGEMENT, LLC → MTN

DIVERSIFY WEALTH MANAGEMENT, LLC MTN Position History

Vail Resorts, Inc. • Consumer Cyclical

Quarters held
5
Latest value
$3.7M
Q3 2026
Peak value
$3.8M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$3.6M
Q4 2025$3.8M
Q1 2026$3.5M
Q2 2026$3.8M
Q3 2026$3.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$3.7M143.2K——
Q2 2026$3.8M140.3K——
Q1 2026$3.5M129.4K——
Q4 2025$3.8M138.0K——
Q3 2025$3.6M130.2K——

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