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Diversify Advisory Services, LLC: ADP position timeline

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

Diversify Advisory Services, LLC held 72,826 ADP 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 72,826 shares
    Change vs previous 13F +37,832 shares

    0.16% of the 13F portfolio, value $18,569,102.

    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: 36,413 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 36,413 shares

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

  2. period ended2026-03-31
    13F 34,994 shares
    Change vs previous 13F +7,530 shares

    0.13% of the 13F portfolio, value $7,525,753.

    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: 34,994 shares

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

  3. period ended2025-12-31
    13F 27,464 shares
    Change vs previous 13F +1,935 shares

    0.13% of the 13F portfolio, value $7,096,796.

    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: 10,868 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 16,596 shares

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

  4. period ended2025-09-30
    13F 25,529 shares
    Change vs previous 13F +4,184 shares

    0.14% of the 13F portfolio, value $6,565,364.

    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: 8,612 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 16,917 shares

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

  5. period ended2025-06-30
    13F 21,345 shares
    Change vs previous 13F +2,403 shares

    0.15% of the 13F portfolio, value $6,395,484.

    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: 5,477 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 15,868 shares

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

  6. period ended2025-03-31
    13F 18,942 shares
    Change vs previous 13F +3,514 shares

    0.19% of the 13F portfolio, value $5,602,464.

    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: 4,662 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 14,280 shares

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

  7. period ended2024-12-31
    13F 15,428 shares
    Change vs previous 13F +1,580 shares

    0.14% of the 13F portfolio, value $4,425,652.

    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: 4,146 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 11,282 shares

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

  8. period ended2024-09-30
    13F 13,848 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $4,027,223.

    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: 8,278 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 5,570 shares

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