Skip to content
Disclosery

Diversify Advisory Services, LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Diversify Advisory Services, LLC on AAPL, newest first. How the timeline and the estimate are built.

Diversify Advisory Services, LLC held 898,100 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 898,100 shares
    Change vs previous 13F +351,207 shares

    2.54% of the 13F portfolio, value $302,579,098.

    13F-HR 0002021232-26-000005 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 449,050 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 449,050 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 546,893 shares
    Change vs previous 13F +80,254 shares

    2.36% of the 13F portfolio, value $147,754,207.

    13F-HR 0002030780-26-000002 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 132,290 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 414,603 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 466,639 shares
    Change vs previous 13F +25,706 shares

    2.26% of the 13F portfolio, value $119,858,514.

    13F-HR 0002021232-26-000001 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 354,646 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 111,993 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 440,933 shares
    Change vs previous 13F +39,210 shares

    2.52% of the 13F portfolio, value $118,633,033.

    13F-HR 0002021232-25-000006 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 331,041 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 109,892 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 401,723 shares
    Change vs previous 13F +66,003 shares

    2.18% of the 13F portfolio, value $92,255,789.

    13F-HR 0001085146-25-005226 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 296,123 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 105,600 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 335,720 shares
    Change vs previous 13F -24,062 shares

    2.41% of the 13F portfolio, value $70,907,473.

    13F-HR 0001085146-25-002578 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 234,306 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 101,414 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 359,782 shares
    Change vs previous 13F +7,510 shares

    2.75% of the 13F portfolio, value $85,214,338.

    13F-HR 0001085146-25-000251 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 258,823 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 100,959 shares

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 352,272 shares
    Change vs previous 13F not available

    2.86% of the 13F portfolio, value $82,760,880.

    13F-HR 0001085146-24-005134 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 288,349 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 63,923 shares

    Acceptance time not in the bulk data set (spec §4.2).