Diversify Wealth Management
LAC icon

Diversify Wealth Management’s Lithium Americas LAC Stock Holding History

Diversify Wealth Management’s Portfolio LAC Stock Details LAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$25.9K Sell
11,541
-54
-0.5% -$166 ﹤0.01% 1265
2026
Q2 		$33.6K Sell
11,595
-46
-0.4% -$219 ﹤0.01% 1241
2026
Q1 		$57.6K Buy
+11,641
New +$57.2K ﹤0.01% 1125

Other funds holding LAC

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Revisor Wealth Management
Revisor Wealth Management Akron, Ohio $404M AUM 18.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $397M AUM 20.36% 1-Year Est. Return
Balboa Wealth Partners
Balboa Wealth Partners Scottsdale, Arizona $748M AUM 37.86% 1-Year Est. Return
Teamwork Financial Advisors
Teamwork Financial Advisors San Antonio, Texas $908M AUM 25.81% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
Ping Capital Management
Ping Capital Management New York $541M AUM 40.31% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Axxcess Wealth Management
Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return

Diversify Wealth Management's LAC Position: Q3 2026 in Review

Diversify Wealth Management reduced its Lithium Americas (LAC) stake by 0.47% in Q3 2026, selling an estimated $166 and leaving 11,541 shares worth $25.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1265.

Diversify Wealth Management first reported a position in LAC in Q1 2026 and has held it in 3 quarters since. The position peaked at $57.6K in Q1 2026. 52 funds tracked by Wall St. Rank hold LAC as of Q3 2026.

  • Diversify Wealth Management held 11,541 shares of Lithium Americas worth $25.9K as of Q3 2026.
  • Diversify Wealth Management sold 54 Lithium Americas shares in Q3 2026, an estimated $166.
  • Lithium Americas made up ﹤0.01% of Diversify Wealth Management's portfolio in Q3 2026, its #1265 holding.
  • Diversify Wealth Management first reported a position in Lithium Americas in Q1 2026 and has held it in 3 quarters since.
  • Diversify Wealth Management's Lithium Americas position peaked at $57.6K in Q1 2026.
  • 52 funds tracked by Wall St. Rank held Lithium Americas as of Q3 2026.

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