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Diversify Advisory Services, LLC: AEM position timeline

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

Diversify Advisory Services, LLC held 17,338 AEM 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 17,338 shares
    Change vs previous 13F +7,112 shares

    0.02% of the 13F portfolio, value $2,530,748.

    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: 8,669 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 8,669 shares

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

  2. period ended2026-03-31
    13F 10,226 shares
    Change vs previous 13F +273 shares

    0.03% of the 13F portfolio, value $1,877,022.

    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: 1,125 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 9,101 shares

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

  3. period ended2025-12-31
    13F 9,953 shares
    Change vs previous 13F +91 shares

    0.04% of the 13F portfolio, value $1,970,729.

    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: 6,737 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 3,216 shares

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

  4. period ended2025-09-30
    13F 9,862 shares
    Change vs previous 13F -173 shares

    0.03% of the 13F portfolio, value $1,602,616.

    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: 6,556 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 3,306 shares

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

  5. period ended2025-06-30
    13F 10,035 shares
    Change vs previous 13F +1,595 shares

    0.03% of the 13F portfolio, value $1,358,545.

    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: 6,158 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 3,877 shares

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

  6. period ended2025-03-31
    13F 8,440 shares
    Change vs previous 13F +1,687 shares

    0.03% of the 13F portfolio, value $982,142.

    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: 3,617 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 4,823 shares

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

  7. period ended2024-12-31
    13F 6,753 shares
    Change vs previous 13F +141 shares

    0.04% of the 13F portfolio, value $569,278.

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

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

  8. period ended2024-09-30
    13F 6,612 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $585,889.

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

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