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Diversify Advisory Services, LLC: AEG position timeline

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

Diversify Advisory Services, LLC held 54,012 AEG 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 54,012 shares
    Change vs previous 13F -130,657 shares

    <0.01% of the 13F portfolio, value $494,758.

    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: 27,006 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 27,006 shares

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

  2. period ended2026-03-31
    13F 184,669 shares
    Change vs previous 13F -22,214 shares

    0.03% of the 13F portfolio, value $1,481,048.

    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: 184,669 shares

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

  3. period ended2025-12-31
    13F 206,883 shares
    Change vs previous 13F +8,363 shares

    0.03% of the 13F portfolio, value $1,585,694.

    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: 54,647 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 152,236 shares

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

  4. period ended2025-09-30
    13F 198,520 shares
    Change vs previous 13F +9,984 shares

    0.03% of the 13F portfolio, value $1,502,794.

    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: 50,185 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 148,335 shares

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

  5. period ended2025-06-30
    13F 188,536 shares
    Change vs previous 13F +33,308 shares

    0.03% of the 13F portfolio, value $1,402,713.

    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: 45,019 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 143,517 shares

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

  6. period ended2025-03-31
    13F 155,228 shares
    Change vs previous 13F +19,559 shares

    0.03% of the 13F portfolio, value $1,012,087.

    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: 34,484 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 120,744 shares

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

  7. period ended2024-12-31
    13F 135,669 shares
    Change vs previous 13F +18,463 shares

    0.03% of the 13F portfolio, value $805,875.

    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: 26,449 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 109,220 shares

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

  8. period ended2024-09-30
    13F 117,206 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $751,944.

    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: 26,070 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 91,136 shares

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