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DIVERSIFY WEALTH MANAGEMENT, LLC → NCNO
DIVERSIFY WEALTH MANAGEMENT, LLC NCNO Position History
nCino, Inc. • Technology
Quarters held
5
Latest value
$396K
Q3 2026
Peak value
$464K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $297K |
| Q4 2025 | $464K |
| Q1 2026 | $403K |
| Q2 2026 | $380K |
| Q3 2026 | $396K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $396K | 18.7K | — | — |
| Q2 2026 | $380K | 21.5K | — | — |
| Q1 2026 | $403K | 23.1K | — | — |
| Q4 2025 | $464K | 18.5K | — | — |
| Q3 2025 | $297K | 11.1K | — | — |