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DIVERSIFY WEALTH MANAGEMENT, LLC → PECO
DIVERSIFY WEALTH MANAGEMENT, LLC PECO Position History
Phillips Edison & Company, Inc. • Real Estate
Quarters held
5
Latest value
$1M
Q3 2026
Peak value
$1.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.4M |
| Q4 2025 | $1.2M |
| Q1 2026 | $1.4M |
| Q2 2026 | $1.1M |
| Q3 2026 | $1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1M | 27.3K | — | — |
| Q2 2026 | $1.1M | 24.4K | — | — |
| Q1 2026 | $1.4M | 34.6K | — | — |
| Q4 2025 | $1.2M | 33.1K | — | — |
| Q3 2025 | $1.4M | 42.5K | — | — |
Other funds holding PECO
$464.3M
$304.2M
$304.2M
$267.6M
$157.4M
$115.6M
$75.4M