Diversify Advisory Services
TRLV

Diversify Advisory Services’s Trulieve Cannabis Corp TRLV Stock Holding History

Diversify Advisory Services’s Portfolio TRLV Stock Details TRLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-27,096
Closed -$226K – 1384
2026
Q2 		$226K Buy
+27,096
New +$261K ﹤0.01% 1155

Other funds holding TRLV

Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
MMHP
Murphy Middleton Hinkle & Parker Thomasville, Georgia $246M AUM 16.47% 1-Year Est. Return
CCM
Chiron Capital Management Tallahassee, Florida $101M AUM
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Accurate Wealth Management
Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Diversify Advisory Services's TRLV Position: Q3 2026 in Review

Diversify Advisory Services sold out of Trulieve Cannabis Corp (TRLV) in Q3 2026, closing a stake of 27,096 shares — an estimated $226K sold.

Diversify Advisory Services first reported a position in TRLV in Q2 2026 and held it in 1 quarter. The position peaked at $226K in Q2 2026. 20 funds tracked by Wall St. Rank hold TRLV as of Q3 2026.

  • Diversify Advisory Services reported no remaining Trulieve Cannabis Corp position as of Q3 2026 after selling out during the quarter.
  • Diversify Advisory Services sold 27,096 Trulieve Cannabis Corp shares in Q3 2026, an estimated $226K.
  • Diversify Advisory Services first reported a position in Trulieve Cannabis Corp in Q2 2026 and held it in 1 quarter.
  • Diversify Advisory Services's Trulieve Cannabis Corp position peaked at $226K in Q2 2026.
  • 20 funds tracked by Wall St. Rank held Trulieve Cannabis Corp as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.