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Diversify Advisory Services, LLC: ACWX position timeline

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

Diversify Advisory Services, LLC held 66,264 ACWX 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 66,264 shares
    Change vs previous 13F -129,910 shares

    0.04% of the 13F portfolio, value $4,932,082.

    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: 33,132 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 33,132 shares

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

  2. period ended2026-03-31
    13F 196,174 shares
    Change vs previous 13F +162,480 shares

    0.25% of the 13F portfolio, value $14,140,211.

    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: 0 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 196,174 shares

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

  3. period ended2025-12-31
    13F 33,694 shares
    Change vs previous 13F +5,585 shares

    0.04% of the 13F portfolio, value $2,346,384.

    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: 13,916 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 19,778 shares

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

  4. period ended2025-09-30
    13F 28,109 shares
    Change vs previous 13F +143 shares

    0.04% of the 13F portfolio, value $1,869,230.

    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: 8,561 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 19,548 shares

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

  5. period ended2025-06-30
    13F 27,966 shares
    Change vs previous 13F -9,875 shares

    0.04% of the 13F portfolio, value $1,747,578.

    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: 8,418 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 19,548 shares

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

  6. period ended2025-03-31
    13F 37,841 shares
    Change vs previous 13F +535 shares

    0.07% of the 13F portfolio, value $2,153,911.

    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: 17,818 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 20,023 shares

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

  7. period ended2024-12-31
    13F 37,306 shares
    Change vs previous 13F -2,644 shares

    0.06% of the 13F portfolio, value $1,924,990.

    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: 14,480 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 22,826 shares

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

  8. period ended2024-09-30
    13F 39,950 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $2,222,403.

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

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