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Diversify Advisory Services, LLC: AFRM position timeline

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

Diversify Advisory Services, LLC held 711,708 AFRM 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 711,708 shares
    Change vs previous 13F +108,054 shares

    0.44% of the 13F portfolio, value $51,990,324.

    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: 355,854 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 355,854 shares

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

  2. period ended2026-03-31
    13F 603,654 shares
    Change vs previous 13F +496,275 shares

    0.61% of the 13F portfolio, value $38,320,007.

    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: 280,693 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 322,961 shares

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

  3. period ended2024-09-30
    13F 107,379 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $4,723,602.

    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).