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Diversify Advisory Services, LLC: ACN position timeline

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

Diversify Advisory Services, LLC held 11,860 ACN 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 11,860 shares
    Change vs previous 13F +1,448 shares

    0.02% of the 13F portfolio, value $1,827,114.

    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: 5,930 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 5,930 shares

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

  2. period ended2026-03-31
    13F 10,412 shares
    Change vs previous 13F -11,972 shares

    0.03% of the 13F portfolio, value $1,876,945.

    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: 2,327 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 8,085 shares

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

  3. period ended2025-12-31
    13F 22,384 shares
    Change vs previous 13F -7,339 shares

    0.12% of the 13F portfolio, value $6,246,463.

    13F-HR 0002030780-26-000001 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 5,377 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 17,007 shares

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

  4. period ended2025-09-30
    13F 29,723 shares
    Change vs previous 13F -808 shares

    0.16% of the 13F portfolio, value $7,384,294.

    13F-HR 0002030780-25-000005 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 10,775 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 18,948 shares

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

  5. period ended2025-06-30
    13F 30,531 shares
    Change vs previous 13F +5,056 shares

    0.17% of the 13F portfolio, value $7,262,365.

    13F-HR 0001085146-25-005227 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 11,351 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 19,180 shares

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

  6. period ended2025-03-31
    13F 25,475 shares
    Change vs previous 13F +2,861 shares

    0.26% of the 13F portfolio, value $7,603,773.

    13F-HR 0001085146-25-002517 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 8,745 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 16,730 shares

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

  7. period ended2024-12-31
    13F 22,614 shares
    Change vs previous 13F +3,467 shares

    0.26% of the 13F portfolio, value $7,910,124.

    13F-HR 0001085146-25-000249 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 7,592 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 15,022 shares

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

  8. period ended2024-09-30
    13F 19,147 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $7,106,752.

    13F-HR 0001085146-24-005172 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 8,889 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 10,258 shares

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