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Diversify Advisory Services, LLC: AOA position timeline

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

Diversify Advisory Services, LLC held 22,674 AOA 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 22,674 shares
    Change vs previous 13F +12,454 shares

    0.02% of the 13F portfolio, value $2,176,410.

    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: 11,337 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 11,337 shares

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

  2. period ended2026-03-31
    13F 10,220 shares
    Change vs previous 13F +1,454 shares

    0.02% of the 13F portfolio, value $955,594.

    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: 10,220 shares

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

  3. period ended2025-12-31
    13F 8,766 shares
    Change vs previous 13F +755 shares

    0.02% of the 13F portfolio, value $802,045.

    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: 3,648 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 5,118 shares

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

  4. period ended2025-09-30
    13F 8,011 shares
    Change vs previous 13F +4,307 shares

    0.02% of the 13F portfolio, value $716,726.

    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: 3,267 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 4,744 shares

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

  5. period ended2025-06-30
    13F 3,704 shares
    Change vs previous 13F +452 shares

    0.02% of the 13F portfolio, value $315,632.

    13F-HR 0001085146-25-005227 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).

  6. period ended2025-03-31
    13F 3,252 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $249,358.

    13F-HR 0001085146-25-002517 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).