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Diversify Advisory Services, LLC: ALLE position timeline

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

Diversify Advisory Services, LLC held 21,074 ALLE 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 21,074 shares
    Change vs previous 13F +11,222 shares

    0.03% of the 13F portfolio, value $3,332,552.

    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: 10,537 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 10,537 shares

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

  2. period ended2026-03-31
    13F 9,852 shares
    Change vs previous 13F +398 shares

    0.02% of the 13F portfolio, value $1,353,325.

    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: 9,852 shares

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

  3. period ended2025-12-31
    13F 9,454 shares
    Change vs previous 13F -1,614 shares

    0.03% of the 13F portfolio, value $1,536,123.

    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: 2,251 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 7,203 shares

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

  4. period ended2025-09-30
    13F 11,068 shares
    Change vs previous 13F -31 shares

    0.04% of the 13F portfolio, value $1,822,752.

    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: 2,308 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 8,760 shares

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

  5. period ended2025-06-30
    13F 11,099 shares
    Change vs previous 13F +1,137 shares

    0.04% of the 13F portfolio, value $1,847,230.

    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: 2,248 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 8,851 shares

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

  6. period ended2025-03-31
    13F 9,962 shares
    Change vs previous 13F +2,219 shares

    0.05% of the 13F portfolio, value $1,376,624.

    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: 1,490 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 8,472 shares

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

  7. period ended2024-12-31
    13F 7,743 shares
    Change vs previous 13F -643 shares

    0.08% of the 13F portfolio, value $977,218.

    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: 0 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 7,743 shares

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

  8. period ended2024-09-30
    13F 8,386 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,264,760.

    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: 1,577 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 6,809 shares

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