Diversify Advisory Services, LLC: AOD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Diversify Advisory Services, LLC on AOD, newest first. How the timeline and the estimate are built.
Diversify Advisory Services, LLC held 156,002 AOD shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 156,002 sharesChange vs previous 13F +78,092 shares
0.01% of the 13F portfolio, value $1,631,772.
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: 78,001 shares
- DIVERSIFY WEALTH MANAGEMENT, LLC: 78,001 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 77,910 sharesChange vs previous 13F +1,776 shares
0.01% of the 13F portfolio, value $784,556.
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: 77,910 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 76,134 sharesChange vs previous 13F -4,183 shares
0.02% of the 13F portfolio, value $755,244.
13F-HR 0002021232-26-000001 filed by Diversify Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 80,317 sharesChange vs previous 13F +16,360 shares
0.03% of the 13F portfolio, value $769,439.
13F-HR 0002021232-25-000006 filed by Diversify Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 63,957 sharesChange vs previous 13F +182 shares
0.02% of the 13F portfolio, value $585,209.
13F-HR 0001085146-25-005226 filed by Diversify Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 63,775 sharesChange vs previous 13F -1,475 shares
0.03% of the 13F portfolio, value $525,507.
13F-HR 0001085146-25-002578 filed by Diversify Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 65,250 sharesChange vs previous 13F -2,626 shares
0.03% of the 13F portfolio, value $552,013.
13F-HR 0001085146-25-000251 filed by Diversify Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 67,876 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $612,917.
13F-HR 0001085146-24-005134 filed by Diversify Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).